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 | $28,841 | $89,355-67.7% | $141,162-79.6% | $72,985-60.5% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 12.42% | 111.85%-99.4pp | 71.39%-59.0pp | 81.00%-68.6pp |
| Employer contribution / active EE | $4,357 | $3,114+39.9% | $4,735-8.0% | $2,440+78.6% |
| Participant deferral / active EE | $3,846 | $5,418-29.0% | $6,709-42.7% | $3,607+6.6% |
| Admin fee / account holder | $6,186 | $5,958+3.8% | $10,261-39.7% | $5,124+20.7% |