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 | $60,865 | $98,750-38.4% | $149,696-59.3% | $79,858-23.8% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 11.72% | 27.43%-15.7pp | 276.60%-264.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,170 | $3,216-1.4% | $4,644-31.7% | $2,471+28.3% |
| Participant deferral / active EE | $3,260 | $5,680-42.6% | $6,842-52.3% | $3,740-12.8% |
| Admin fee / account holder | $1,605 | $6,053-73.5% | $9,309-82.8% | $5,306-69.8% |