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 | $31,736 | $157,256-79.8% | $141,162-77.5% | $152,861-79.2% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 4.19% | 64.32%-60.1pp | 71.39%-67.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $2,314 | $5,261-56.0% | $4,735-51.1% | $4,762-51.4% |
| Participant deferral / active EE | $3,075 | $7,109-56.7% | $6,709-54.2% | $5,850-47.4% |
| Admin fee / account holder | $5,700 | $12,120-53.0% | $10,261-44.5% | $11,596-50.9% |