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 | $56,522 | $89,355-36.7% | $141,162-60.0% | $72,985-22.6% |
| Participation rate | 79.3% | 75.1%+4.2pp | 82.5%-3.2pp | 69.5%+9.8pp |
| Annual return | 18.75% | 111.85%-93.1pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,380 | $3,114-23.6% | $4,735-49.7% | $2,440-2.4% |
| Participant deferral / active EE | $3,472 | $5,418-35.9% | $6,709-48.3% | $3,607-3.8% |
| Admin fee / account holder | $7,298 | $5,958+22.5% | $10,261-28.9% | $5,124+42.4% |