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 | $42,671 | $63,346-32.6% | $92,233-53.7% | $70,131-39.2% |
| Participation rate | 75.7% | 68.7%+7.0pp | 76.5%-0.8pp | 69.5%+6.1pp |
| Annual return | 12.01% | 530.12%-518.1pp | 176.28%-164.3pp | 73.14%-61.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,565 | $2,854+24.9% | $3,897-8.5% | $3,332+7.0% |
| Admin fee / account holder | $1,762 | $3,840-54.1% | $5,194-66.1% | $4,645-62.1% |