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 | $94,370 | $201,272-53.1% | $184,203-48.8% | $145,922-35.3% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+8.0pp |
| Annual return | 9.03% | 29.00%-20.0pp | 28.81%-19.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,012 | $7,022-71.3% | $6,427-68.7% | $4,660-56.8% |
| Participant deferral / active EE | $5,405 | $9,806-44.9% | $9,131-40.8% | $6,688-19.2% |
| Admin fee / account holder | $23,016 | $16,364+40.7% | $13,901+65.6% | $13,397+71.8% |