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 | $64,797 | $60,124+7.8% | $90,404-28.3% | $79,858-18.9% |
| Participation rate | 71.9% | 65.0%+6.9pp | 72.7%-0.8pp | 69.6%+2.2pp |
| Annual return | 9.14% | 71.94%-62.8pp | 1293.02%-1283.9pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,873 | $2,068-9.4% | $3,262-42.6% | $2,471-24.2% |
| Participant deferral / active EE | $2,665 | $2,938-9.3% | $3,963-32.8% | $3,740-28.8% |
| Admin fee / account holder | $954 | $3,976-76.0% | $5,611-83.0% | $5,306-82.0% |