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 | $47,571 | $89,355-46.8% | $141,162-66.3% | $72,985-34.8% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 17.47% | 111.85%-94.4pp | 71.39%-53.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,124 | $3,114-63.9% | $4,735-76.3% | $2,440-53.9% |
| Participant deferral / active EE | $4,070 | $5,418-24.9% | $6,709-39.3% | $3,607+12.8% |
| Admin fee / account holder | $2,461 | $5,958-58.7% | $10,261-76.0% | $5,124-52.0% |