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 | $82,862 | $95,416-13.2% | $185,823-55.4% | $85,850-3.5% |
| Participation rate | 85.5% | 68.8%+16.7pp | 81.7%+3.8pp | 69.3%+16.2pp |
| Annual return | 10.85% | 23.59%-12.7pp | 122.05%-111.2pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,516 | $3,314-54.2% | $5,167-70.7% | $2,565-40.9% |
| Participant deferral / active EE | $4,020 | $3,423+17.4% | $5,568-27.8% | $3,952+1.7% |
| Admin fee / account holder | $4,182 | $7,213-42.0% | $16,237-74.2% | $6,260-33.2% |