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 | $57,207 | $96,128-40.5% | $136,007-57.9% | $80,856-29.2% |
| Participation rate | 95.0% | 71.2%+23.8pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | 10.86% | 28.71%-17.8pp | 579.32%-568.5pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,967 | $3,351-41.3% | $4,217-53.3% | $2,755-28.6% |
| Participant deferral / active EE | $3,622 | $5,709-36.6% | $7,025-48.4% | $4,296-15.7% |
| Admin fee / account holder | $6,207 | $8,236-24.6% | $6,858-9.5% | $6,918-10.3% |