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 | $95,320 | $56,114+69.9% | $96,139-0.9% | $85,850+11.0% |
| Participation rate | 92.3% | 56.7%+35.6pp | 68.4%+23.9pp | 69.3%+23.0pp |
| Annual return | 10.15% | 42.30%-32.2pp | 191.94%-181.8pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,441 | $1,620-11.0% | $2,797-48.5% | $2,565-43.8% |
| Participant deferral / active EE | $2,018 | $2,859-29.4% | $4,349-53.6% | $3,952-48.9% |
| Admin fee / account holder | $6,338 | $3,768+68.2% | $5,537+14.5% | $6,260+1.2% |