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 | $53,760 | $63,346-15.1% | $92,233-41.7% | $70,131-23.3% |
| Participation rate | 94.1% | 68.7%+25.4pp | 76.5%+17.6pp | 69.5%+24.6pp |
| Annual return | 7.28% | 530.12%-522.8pp | 176.28%-169.0pp | 73.14%-65.9pp |
| Employer contribution / active EE | $7,066 | $2,471+186.0% | $3,679+92.1% | $2,342+201.7% |
| Participant deferral / active EE | $4,666 | $2,854+63.5% | $3,897+19.7% | $3,332+40.0% |
| Admin fee / account holder | $2,468 | $3,840-35.7% | $5,194-52.5% | $4,645-46.9% |