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 | $57,145 | $86,286-33.8% | $111,297-48.7% | $85,850-33.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 7.64% | 19.99%-12.4pp | 54.65%-47.0pp | 318.53%-310.9pp |
| Employer contribution / active EE | $2,259 | $2,043+10.6% | $2,731-17.3% | $2,565-11.9% |
| Participant deferral / active EE | $5,269 | $3,641+44.7% | $4,487+17.4% | $3,952+33.3% |
| Admin fee / account holder | $11,680 | $8,188+42.6% | $7,964+46.7% | $6,260+86.6% |