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 | $60,225 | $77,314-22.1% | $177,989-66.2% | $80,856-25.5% |
| Participation rate | 76.0% | 65.7%+10.3pp | 77.1%-1.1pp | 67.6%+8.4pp |
| Annual return | 9.86% | 18.09%-8.2pp | 294.48%-284.6pp | 35.59%-25.7pp |
| Employer contribution / active EE | $621 | $2,292-72.9% | $3,949-84.3% | $2,755-77.5% |
| Participant deferral / active EE | $5,535 | $4,411+25.5% | $6,276-11.8% | $4,296+28.8% |
| Admin fee / account holder | $11,338 | $7,191+57.7% | $10,363+9.4% | $6,918+63.9% |