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 | $36,311 | $84,233-56.9% | $170,442-78.7% | $70,131-48.2% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 5.61% | 23.06%-17.5pp | 205.93%-200.3pp | 73.14%-67.5pp |
| Employer contribution / active EE | $7,913 | $3,387+133.6% | $5,433+45.7% | $2,342+237.8% |
| Participant deferral / active EE | $4,710 | $3,086+52.6% | $4,939-4.7% | $3,332+41.4% |
| Admin fee / account holder | $4,075 | $5,698-28.5% | $13,880-70.6% | $4,645-12.3% |