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 | $50,373 | $74,888-32.7% | $71,209-29.3% | $142,382-64.6% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 11.87% | 345.14%-333.3pp | 282.51%-270.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,379 | $2,854-16.6% | $2,721-12.6% | $4,299-44.7% |
| Participant deferral / active EE | $4,975 | $4,454+11.7% | $4,175+19.2% | $6,507-23.5% |
| Admin fee / account holder | $1,430 | $5,568-74.3% | $5,349-73.3% | $12,624-88.7% |