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 | $41,386 | $142,405-70.9% | $115,157-64.1% | $152,861-72.9% |
| Participation rate | 88.9% | 82.4%+6.5pp | 75.9%+13.0pp | 82.4%+6.4pp |
| Annual return | 2.92% | 41.48%-38.6pp | 35.60%-32.7pp | 345.32%-342.4pp |
| Employer contribution / active EE | $3,091 | $4,010-22.9% | $3,179-2.8% | $4,762-35.1% |
| Participant deferral / active EE | $1,584 | $5,164-69.3% | $4,168-62.0% | $5,850-72.9% |
| Admin fee / account holder | $5,952 | $8,462-29.7% | $7,088-16.0% | $11,596-48.7% |