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 | $46,327 | $115,770-60.0% | $101,248-54.2% | $158,922-70.8% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 5.45% | 56.14%-50.7pp | 46.47%-41.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $2,526 | $4,175-39.5% | $3,660-31.0% | $4,761-46.9% |
| Participant deferral / active EE | $6,055 | $4,957+22.1% | $4,370+38.6% | $5,982+1.2% |
| Admin fee / account holder | $4,328 | $7,245-40.3% | $5,945-27.2% | $11,246-61.5% |