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 | $67,155 | $104,251-35.6% | $91,001-26.2% | $147,584-54.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 4.68% | 27.06%-22.4pp | 4.60%+0.1pp | 578.55%-573.9pp |
| Employer contribution / active EE | $2,029 | $3,116-34.9% | $2,456-17.4% | $4,876-58.4% |
| Participant deferral / active EE | $4,096 | $4,195-2.4% | $3,547+15.5% | $5,439-24.7% |
| Admin fee / account holder | $934 | $8,948-89.6% | $5,417-82.8% | $10,885-91.4% |