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 | $140,426 | $77,145+82.0% | $108,410+29.5% | $85,850+63.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 10.84% | 44.54%-33.7pp | 905.27%-894.4pp | 318.53%-307.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,882 | $5,566-48.2% | $6,563-56.1% | $3,952-27.1% |
| Admin fee / account holder | $8,817 | $5,172+70.5% | $7,295+20.9% | $6,260+40.8% |