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 | $86,928 | $98,750-12.0% | $149,696-41.9% | $79,858+8.9% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 10.87% | 27.43%-16.6pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,589 | $3,216-19.5% | $4,644-44.2% | $2,471+4.8% |
| Participant deferral / active EE | $6,429 | $5,680+13.2% | $6,842-6.0% | $3,740+71.9% |
| Admin fee / account holder | $1,252 | $6,053-79.3% | $9,309-86.6% | $5,306-76.4% |