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 | $50,574 | $89,753-43.7% | $107,525-53.0% | $84,808-40.4% |
| Participation rate | 89.7% | 68.1%+21.6pp | 75.1%+14.6pp | 68.3%+21.3pp |
| Annual return | 12.74% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,678 | $3,113+50.2% | $3,754+24.6% | $2,631+77.8% |
| Participant deferral / active EE | $3,909 | $4,056-3.6% | $5,116-23.6% | $4,212-7.2% |
| Admin fee / account holder | $661 | $7,222-90.8% | $8,919-92.6% | $7,344-91.0% |