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 | $19,860 | $114,047-82.6% | $96,139-79.3% | $167,490-88.1% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 7.81% | 189.88%-182.1pp | 191.94%-184.1pp | 478.56%-470.8pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,539 | $5,194-31.9% | $4,349-18.6% | $6,341-44.2% |
| Admin fee / account holder | $3,468 | $6,897-49.7% | $5,537-37.4% | $12,309-71.8% |