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 | $41,148 | $48,046-14.4% | $84,611-51.4% | $72,985-43.6% |
| Participation rate | 96.4% | 57.6%+38.8pp | 68.2%+28.2pp | 69.5%+26.9pp |
| Annual return | 17.15% | 37.38%-20.2pp | 258.74%-241.6pp | 81.00%-63.9pp |
| Employer contribution / active EE | $3,694 | $1,602+130.6% | $2,652+39.3% | $2,440+51.4% |
| Participant deferral / active EE | $5,382 | $2,680+100.8% | $3,899+38.0% | $3,607+49.2% |
| Admin fee / account holder | $1,627 | $3,395-52.1% | $4,912-66.9% | $5,124-68.3% |