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 | $38,554 | $110,257-65.0% | $96,544-60.1% | $139,434-72.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 5.02% | 26.32%-21.3pp | 25.84%-20.8pp | 372.94%-367.9pp |
| Employer contribution / active EE | $3,095 | $3,620-14.5% | $2,965+4.4% | $4,751-34.8% |
| Participant deferral / active EE | $12,567 | $5,548+126.5% | $4,851+159.1% | $6,710+87.3% |
| Admin fee / account holder | $121,893 | $11,591+951.6% | $8,252+1377.1% | $11,403+969.0% |