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 | $33,033 | $89,355-63.0% | $141,162-76.6% | $72,985-54.7% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 15.54% | 111.85%-96.3pp | 71.39%-55.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,979 | $3,114-36.4% | $4,735-58.2% | $2,440-18.9% |
| Participant deferral / active EE | $2,890 | $5,418-46.7% | $6,709-56.9% | $3,607-19.9% |
| Admin fee / account holder | $917 | $5,958-84.6% | $10,261-91.1% | $5,124-82.1% |