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 | $89,678 | $79,449+12.9% | $189,557-52.7% | $85,850+4.5% |
| Participation rate | 96.7% | 66.0%+30.7pp | 78.4%+18.2pp | 69.3%+27.4pp |
| Annual return | 10.17% | 18.45%-8.3pp | 64.17%-54.0pp | 318.53%-308.4pp |
| Employer contribution / active EE | $4,703 | $2,081+126.0% | $4,412+6.6% | $2,565+83.3% |
| Participant deferral / active EE | $4,290 | $4,051+5.9% | $6,174-30.5% | $3,952+8.5% |
| Admin fee / account holder | $35,683 | $5,377+563.6% | $9,807+263.9% | $6,260+470.0% |