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 | $180,712 | $98,750+83.0% | $149,696+20.7% | $79,858+126.3% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 8.61% | 27.43%-18.8pp | 276.60%-268.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $3,080 | $3,216-4.2% | $4,644-33.7% | $2,471+24.7% |
| Participant deferral / active EE | $4,978 | $5,680-12.4% | $6,842-27.2% | $3,740+33.1% |
| Admin fee / account holder | $41,483 | $6,053+585.4% | $9,309+345.6% | $5,306+681.8% |