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 | $70,330 | $66,402+5.9% | $109,895-36.0% | $85,850-18.1% |
| Participation rate | 89.7% | 63.9%+25.9pp | 74.2%+15.5pp | 69.3%+20.4pp |
| Annual return | 10.82% | 19.59%-8.8pp | 29.45%-18.6pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,195 | $1,687+30.1% | $2,842-22.8% | $2,565-14.4% |
| Participant deferral / active EE | $3,595 | $2,842+26.5% | $4,048-11.2% | $3,952-9.0% |
| Admin fee / account holder | $12,133 | $4,557+166.2% | $6,066+100.0% | $6,260+93.8% |