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 | $69,610 | $109,327-36.3% | $89,391-22.1% | $158,922-56.2% |
| Participation rate | 70.8% | 74.3%-3.4pp | 68.0%+2.9pp | 82.0%-11.1pp |
| Annual return | 4.46% | 345.68%-341.2pp | 245.62%-241.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $3,700 | $3,170+16.7% | $2,586+43.1% | $4,761-22.3% |
| Participant deferral / active EE | $3,823 | $4,598-16.9% | $3,890-1.7% | $5,982-36.1% |
| Admin fee / account holder | $2,249 | $6,153-63.4% | $4,881-53.9% | $11,246-80.0% |