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 | $34,637 | $126,574-72.6% | $106,213-67.4% | $145,922-76.3% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 6.90% | 224.79%-217.9pp | 116.14%-109.2pp | 561.29%-554.4pp |
| Employer contribution / active EE | $3,488 | $3,730-6.5% | $3,171+10.0% | $4,660-25.1% |
| Participant deferral / active EE | $3,488 | $5,724-39.1% | $5,016-30.5% | $6,688-47.8% |
| Admin fee / account holder | $2,073 | $17,304-88.0% | $11,033-81.2% | $13,397-84.5% |