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 | $56,685 | $115,770-51.0% | $101,248-44.0% | $158,922-64.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 3.33% | 56.14%-52.8pp | 46.47%-43.1pp | 302.83%-299.5pp |
| Employer contribution / active EE | $3,486 | $4,175-16.5% | $3,660-4.7% | $4,761-26.8% |
| Participant deferral / active EE | $8,388 | $4,957+69.2% | $4,370+91.9% | $5,982+40.2% |
| Admin fee / account holder | $343 | $7,245-95.3% | $5,945-94.2% | $11,246-97.0% |