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 | $50,778 | $87,733-42.1% | $106,548-52.3% | $85,850-40.9% |
| Participation rate | 81.5% | 71.9%+9.5pp | 76.1%+5.4pp | 69.3%+12.2pp |
| Annual return | 9.58% | 21.86%-12.3pp | 26.80%-17.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $5,106 | $2,073+146.3% | $2,819+81.1% | $2,565+99.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,611 | $6,767+130.7% | $7,407+110.7% | $6,260+149.4% |