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 | $102,589 | $100,923+1.7% | $150,045-31.6% | $74,304+38.1% |
| Participation rate | 82.7% | 70.1%+12.6pp | 82.3%+0.4pp | 60.3%+22.3pp |
| Annual return | 14.64% | 51.77%-37.1pp | 62.55%-47.9pp | 29.43%-14.8pp |
| Employer contribution / active EE | $4,018 | $3,463+16.0% | $4,693-14.4% | $2,241+79.3% |
| Participant deferral / active EE | $10,434 | $6,709+55.5% | $7,997+30.5% | $3,767+177.0% |
| Admin fee / account holder | $10,497 | $2,767+279.4% | $13,435-21.9% | $2,969+253.6% |