See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,068 | $107,334-59.9% | $92,893-53.6% | $152,861-71.8% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.0%+11.0pp | 82.4%+4.5pp |
| Annual return | 8.44% | 145.58%-137.1pp | 109.41%-101.0pp | 345.32%-336.9pp |
| Employer contribution / active EE | $2,531 | $4,221-40.0% | $3,653-30.7% | $4,762-46.9% |
| Participant deferral / active EE | $5,801 | $4,845+19.7% | $4,236+36.9% | $5,850-0.8% |
| Admin fee / account holder | $2,316 | $7,079-67.3% | $5,794-60.0% | $11,596-80.0% |