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 | $67,922 | $232,540-70.8% | $185,117-63.3% | $147,584-54.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.87% | 43.03%-38.2pp | 40.50%-35.6pp | 578.55%-573.7pp |
| Employer contribution / active EE | $1,329 | $5,195-74.4% | $4,182-68.2% | $4,876-72.7% |
| Participant deferral / active EE | $6,365 | $5,834+9.1% | $5,045+26.2% | $5,439+17.0% |
| Admin fee / account holder | $3,764 | $10,275-63.4% | $8,159-53.9% | $10,885-65.4% |