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 | $43,023 | $137,414-68.7% | $189,513-77.3% | $85,850-49.9% |
| Participation rate | 84.5% | 84.6%-0.1pp | 87.8%-3.3pp | 69.3%+15.2pp |
| Annual return | 11.27% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $2,027 | $4,344-53.3% | $6,162-67.1% | $2,565-21.0% |
| Participant deferral / active EE | $3,119 | $6,260-50.2% | $8,221-62.1% | $3,952-21.1% |
| Admin fee / account holder | $4,864 | $8,630-43.6% | $12,045-59.6% | $6,260-22.3% |