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 | $23,496 | $107,934-78.2% | $91,989-74.5% | $152,861-84.6% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 2.13% | 89.24%-87.1pp | 69.02%-66.9pp | 345.32%-343.2pp |
| Employer contribution / active EE | $2,979 | $4,210-29.2% | $3,452-13.7% | $4,762-37.4% |
| Participant deferral / active EE | $3,558 | $6,364-44.1% | $5,923-39.9% | $5,850-39.2% |
| Admin fee / account holder | $2,312 | $10,520-78.0% | $7,743-70.1% | $11,596-80.1% |