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 | $56,622 | $89,355-36.6% | $141,162-59.9% | $72,985-22.4% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 16.72% | 111.85%-95.1pp | 71.39%-54.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,215 | $3,114-61.0% | $4,735-74.3% | $2,440-50.2% |
| Participant deferral / active EE | $4,219 | $5,418-22.1% | $6,709-37.1% | $3,607+16.9% |
| Admin fee / account holder | $5,850 | $5,958-1.8% | $10,261-43.0% | $5,124+14.2% |