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 | $63,525 | $105,859-40.0% | $90,160-29.5% | $147,584-57.0% |
| Participation rate | 81.8% | 79.7%+2.1pp | 76.9%+4.9pp | 82.8%-1.0pp |
| Annual return | 9.18% | 37.63%-28.4pp | 34.88%-25.7pp | 578.55%-569.4pp |
| Employer contribution / active EE | $2,111 | $4,126-48.8% | $3,318-36.4% | $4,876-56.7% |
| Participant deferral / active EE | $3,541 | $5,733-38.2% | $5,288-33.0% | $5,439-34.9% |
| Admin fee / account holder | $3,990 | $8,046-50.4% | $5,943-32.9% | $10,885-63.3% |