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 | $67,938 | $117,983-42.4% | $101,794-33.3% | $142,382-52.3% |
| Participation rate | 82.4% | 74.2%+8.1pp | 69.2%+13.2pp | 80.1%+2.2pp |
| Annual return | 3.05% | 36.92%-33.9pp | 30.53%-27.5pp | 217.08%-214.0pp |
| Employer contribution / active EE | $2,127 | $2,773-23.3% | $2,289-7.1% | $4,299-50.5% |
| Participant deferral / active EE | $6,669 | $4,714+41.5% | $4,084+63.3% | $6,507+2.5% |
| Admin fee / account holder | $2,494 | $10,433-76.1% | $8,777-71.6% | $12,624-80.2% |