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 | $54,903 | $54,705+0.4% | $71,209-22.9% | $84,808-35.3% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 11.96% | 35.90%-23.9pp | 282.51%-270.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,263 | $2,158+51.2% | $2,721+19.9% | $2,631+24.0% |
| Participant deferral / active EE | $2,445 | $3,030-19.3% | $4,175-41.4% | $4,212-42.0% |
| Admin fee / account holder | $2,646 | $4,863-45.6% | $5,349-50.5% | $7,344-64.0% |