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 | $85,496 | $111,754-23.5% | $103,333-17.3% | $145,922-41.4% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 7.89% | 24.77%-16.9pp | 24.88%-17.0pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,730 | $4,212-11.5% | $3,868-3.6% | $4,660-20.0% |
| Participant deferral / active EE | $6,154 | $5,619+9.5% | $5,057+21.7% | $6,688-8.0% |
| Admin fee / account holder | $26,639 | $9,750+173.2% | $8,355+218.8% | $13,397+98.8% |