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 | $80,781 | $81,460-0.8% | $103,333-21.8% | $80,856-0.1% |
| Participation rate | 88.3% | 66.8%+21.5pp | 74.5%+13.8pp | 67.6%+20.7pp |
| Annual return | 7.66% | 25.55%-17.9pp | 24.88%-17.2pp | 35.59%-27.9pp |
| Employer contribution / active EE | $17,985 | $3,105+479.2% | $3,868+365.0% | $2,755+552.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,113 | $6,566-67.8% | $8,355-74.7% | $6,918-69.5% |