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 | $57,423 | $89,355-35.7% | $141,162-59.3% | $72,985-21.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 15.80% | 111.85%-96.0pp | 71.39%-55.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $1,479 | $3,114-52.5% | $4,735-68.8% | $2,440-39.4% |
| Participant deferral / active EE | $4,502 | $5,418-16.9% | $6,709-32.9% | $3,607+24.8% |
| Admin fee / account holder | $425 | $5,958-92.9% | $10,261-95.9% | $5,124-91.7% |