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 | $75,140 | $45,073+66.7% | $69,455+8.2% | $72,985+3.0% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.2pp | 69.5%+28.3pp |
| Annual return | 4.98% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.0pp |
| Employer contribution / active EE | $10,283 | $2,054+400.6% | $2,779+270.0% | $2,440+321.4% |
| Participant deferral / active EE | $1,575 | $2,602-39.5% | $3,535-55.4% | $3,607-56.3% |
| Admin fee / account holder | $14,697 | $3,056+381.0% | $3,839+282.8% | $5,124+186.8% |