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 | $65,904 | $102,317-35.6% | $146,958-55.2% | $80,856-18.5% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 11.03% | 134.76%-123.7pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,546 | $3,713-58.4% | $4,933-68.7% | $2,755-43.9% |
| Participant deferral / active EE | $4,448 | $6,644-33.0% | $8,070-44.9% | $4,296+3.6% |
| Admin fee / account holder | $1,813 | $7,941-77.2% | $12,998-86.1% | $6,918-73.8% |