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 | $57,339 | $63,861-10.2% | $104,607-45.2% | $79,858-28.2% |
| Participation rate | 97.0% | 64.9%+32.0pp | 74.1%+22.9pp | 69.6%+27.3pp |
| Annual return | 8.34% | 21.30%-13.0pp | 340.46%-332.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,850 | $1,588+16.5% | $2,681-31.0% | $2,471-25.1% |
| Participant deferral / active EE | $3,105 | $2,693+15.3% | $3,740-17.0% | $3,740-17.0% |
| Admin fee / account holder | $10,036 | $4,185+139.8% | $6,473+55.0% | $5,306+89.1% |