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 | $64,773 | $89,355-27.5% | $141,162-54.1% | $72,985-11.3% |
| Participation rate | 77.2% | 75.1%+2.1pp | 82.5%-5.3pp | 69.5%+7.7pp |
| Annual return | 18.79% | 111.85%-93.1pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,103 | $3,114-32.5% | $4,735-55.6% | $2,440-13.8% |
| Participant deferral / active EE | $4,860 | $5,418-10.3% | $6,709-27.6% | $3,607+34.7% |
| Admin fee / account holder | $1,638 | $5,958-72.5% | $10,261-84.0% | $5,124-68.0% |