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 | $87,507 | $152,460-42.6% | $118,746-26.3% | $147,584-40.7% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.3%+15.5pp | 82.8%+10.9pp |
| Annual return | 4.38% | 17.41%-13.0pp | 24.54%-20.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $2,526 | $5,046-49.9% | $4,193-39.8% | $4,876-48.2% |
| Participant deferral / active EE | $5,798 | $6,212-6.7% | $5,332+8.7% | $5,439+6.6% |
| Admin fee / account holder | $481 | $16,953-97.2% | $10,720-95.5% | $10,885-95.6% |