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 | $179,337 | $55,706+221.9% | $75,886+136.3% | $72,985+145.7% |
| Participation rate | 98.0% | 61.1%+36.8pp | 69.3%+28.7pp | 69.5%+28.5pp |
| Annual return | 2.67% | 27.59%-24.9pp | 30.76%-28.1pp | 81.00%-78.3pp |
| Employer contribution / active EE | $7,166 | $1,687+324.9% | $2,500+186.6% | $2,440+193.7% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,821 | $3,978-54.2% | $5,418-66.4% | $5,124-64.5% |