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 | $54,992 | $57,281-4.0% | $86,612-36.5% | $75,163-26.8% |
| Participation rate | 71.9% | 63.2%+8.7pp | 71.7%+0.2pp | 67.2%+4.7pp |
| Annual return | 9.31% | 2670.75%-2661.4pp | 591.07%-581.8pp | 160.62%-151.3pp |
| Employer contribution / active EE | $664 | $2,314-71.3% | $3,022-78.0% | $2,670-75.1% |
| Participant deferral / active EE | $1,856 | $3,318-44.1% | $4,438-58.2% | $4,125-55.0% |
| Admin fee / account holder | $1,583 | $4,112-61.5% | $5,614-71.8% | $5,651-72.0% |