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 | $45,903 | $85,202-46.1% | $172,739-73.4% | $72,985-37.1% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.2pp |
| Annual return | 12.39% | 27.32%-14.9pp | 802.84%-790.4pp | 81.00%-68.6pp |
| Employer contribution / active EE | $3,658 | $3,324+10.0% | $5,143-28.9% | $2,440+49.9% |
| Participant deferral / active EE | $3,229 | $3,260-1.0% | $5,198-37.9% | $3,607-10.5% |
| Admin fee / account holder | $3,987 | $5,884-32.2% | $13,954-71.4% | $5,124-22.2% |