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 | $31,577 | $58,208-45.8% | $81,812-61.4% | $80,856-60.9% |
| Participation rate | 77.3% | 63.4%+13.9pp | 72.3%+4.9pp | 67.6%+9.6pp |
| Annual return | 7.63% | 41.66%-34.0pp | 773.79%-766.2pp | 35.59%-28.0pp |
| Employer contribution / active EE | $3,225 | $2,340+37.8% | $2,912+10.7% | $2,755+17.1% |
| Participant deferral / active EE | $2,658 | $3,281-19.0% | $4,319-38.4% | $4,296-38.1% |
| Admin fee / account holder | $3,501 | $4,981-29.7% | $7,386-52.6% | $6,918-49.4% |