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 | $50,890 | $102,317-50.3% | $146,958-65.4% | $80,856-37.1% |
| Participation rate | 84.9% | 75.8%+9.1pp | 82.2%+2.8pp | 67.6%+17.3pp |
| Annual return | 8.28% | 134.76%-126.5pp | 418.34%-410.1pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,478 | $3,713-60.2% | $4,933-70.0% | $2,755-46.3% |
| Participant deferral / active EE | $4,608 | $6,644-30.6% | $8,070-42.9% | $4,296+7.3% |
| Admin fee / account holder | $2,547 | $7,941-67.9% | $12,998-80.4% | $6,918-63.2% |