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 | $70,470 | $65,365+7.8% | $92,893-24.1% | $72,985-3.4% |
| Participation rate | 79.4% | 68.3%+11.1pp | 76.0%+3.4pp | 69.5%+9.9pp |
| Annual return | 15.23% | 42.10%-26.9pp | 109.41%-94.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $2,021 | $2,594-22.1% | $3,653-44.7% | $2,440-17.2% |
| Participant deferral / active EE | $5,499 | $3,128+75.8% | $4,236+29.8% | $3,607+52.4% |
| Admin fee / account holder | $1,316 | $4,251-69.1% | $5,794-77.3% | $5,124-74.3% |