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 | $241,456 | $110,257+119.0% | $96,544+150.1% | $139,434+73.2% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 8.83% | 26.32%-17.5pp | 25.84%-17.0pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,614 | $3,620-55.4% | $2,965-45.6% | $4,751-66.0% |
| Participant deferral / active EE | $4,325 | $5,548-22.0% | $4,851-10.8% | $6,710-35.5% |
| Admin fee / account holder | $730 | $11,591-93.7% | $8,252-91.2% | $11,403-93.6% |