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 | $67,614 | $89,355-24.3% | $141,162-52.1% | $72,985-7.4% |
| Participation rate | 92.9% | 75.1%+17.7pp | 82.5%+10.4pp | 69.5%+23.4pp |
| Annual return | 16.19% | 111.85%-95.7pp | 71.39%-55.2pp | 81.00%-64.8pp |
| Employer contribution / active EE | $781 | $3,114-74.9% | $4,735-83.5% | $2,440-68.0% |
| Participant deferral / active EE | $3,499 | $5,418-35.4% | $6,709-47.8% | $3,607-3.0% |
| Admin fee / account holder | $2,501 | $5,958-58.0% | $10,261-75.6% | $5,124-51.2% |