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 | $27,819 | $105,181-73.6% | $159,436-82.6% | $85,850-67.6% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.1pp | 69.3%+18.6pp |
| Annual return | 11.78% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,545 | $3,318-53.4% | $4,829-68.0% | $2,565-39.8% |
| Participant deferral / active EE | $2,981 | $5,945-49.9% | $7,352-59.5% | $3,952-24.6% |
| Admin fee / account holder | $2,183 | $6,933-68.5% | $10,799-79.8% | $6,260-65.1% |