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 | $42,662 | $105,181-59.4% | $159,436-73.2% | $85,850-50.3% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.8%+5.2pp | 69.3%+18.7pp |
| Annual return | 9.52% | 45.07%-35.6pp | 263.57%-254.1pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,445 | $3,318-26.3% | $4,829-49.4% | $2,565-4.7% |
| Participant deferral / active EE | $5,349 | $5,945-10.0% | $7,352-27.2% | $3,952+35.4% |
| Admin fee / account holder | $1,555 | $6,933-77.6% | $10,799-85.6% | $6,260-75.2% |