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 | $67,310 | $117,841-42.9% | $102,423-34.3% | $145,922-53.9% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 6.40% | 31.65%-25.2pp | 29.32%-22.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $3,966 | $3,615+9.7% | $3,023+31.2% | $4,660-14.9% |
| Participant deferral / active EE | $4,071 | $5,731-29.0% | $5,053-19.4% | $6,688-39.1% |
| Admin fee / account holder | $10,441 | $13,326-21.7% | $9,451+10.5% | $13,397-22.1% |