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 | $45,623 | $89,355-48.9% | $141,162-67.7% | $72,985-37.5% |
| Participation rate | 89.1% | 75.1%+13.9pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 18.67% | 111.85%-93.2pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $3,060 | $3,114-1.7% | $4,735-35.4% | $2,440+25.4% |
| Participant deferral / active EE | $5,838 | $5,418+7.8% | $6,709-13.0% | $3,607+61.8% |
| Admin fee / account holder | $1,444 | $5,958-75.8% | $10,261-85.9% | $5,124-71.8% |