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 | $80,482 | $102,382-21.4% | $147,005-45.3% | $80,874-0.5% |
| Participation rate | 78.9% | 75.8%+3.1pp | 82.2%-3.2pp | 67.6%+11.3pp |
| Annual return | 11.03% | 134.89%-123.9pp | 418.76%-407.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,048 | $3,715-71.8% | $4,934-78.8% | $2,756-62.0% |
| Participant deferral / active EE | $3,384 | $6,646-49.1% | $8,070-58.1% | $4,297-21.2% |
| Admin fee / account holder | $5,341 | $7,942-32.8% | $13,006-58.9% | $6,935-23.0% |