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 | $46,284 | $126,574-63.4% | $106,213-56.4% | $145,922-68.3% |
| Participation rate | 82.4% | 77.6%+4.7pp | 75.3%+7.1pp | 80.3%+2.1pp |
| Annual return | 2.26% | 224.79%-222.5pp | 116.14%-113.9pp | 561.29%-559.0pp |
| Employer contribution / active EE | $1,847 | $3,730-50.5% | $3,171-41.8% | $4,660-60.4% |
| Participant deferral / active EE | $3,040 | $5,724-46.9% | $5,016-39.4% | $6,688-54.5% |
| Admin fee / account holder | $839 | $17,304-95.2% | $11,033-92.4% | $13,397-93.7% |