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 | $32,530 | $49,922-34.8% | $80,569-59.6% | $75,163-56.7% |
| Participation rate | 89.3% | 55.3%+34.0pp | 67.0%+22.3pp | 67.2%+22.1pp |
| Annual return | 12.57% | 34.69%-22.1pp | 935.43%-922.9pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,625 | $1,698+54.6% | $2,723-3.6% | $2,670-1.7% |
| Participant deferral / active EE | $6,871 | $2,990+129.8% | $4,447+54.5% | $4,125+66.6% |
| Admin fee / account holder | $1,948 | $3,577-45.5% | $5,377-63.8% | $5,651-65.5% |