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 | $25,750 | $78,672-67.3% | $109,143-76.4% | $85,850-70.0% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 7.74% | 25.09%-17.3pp | 25.75%-18.0pp | 318.53%-310.8pp |
| Employer contribution / active EE | $2,866 | $2,735+4.8% | $3,722-23.0% | $2,565+11.7% |
| Participant deferral / active EE | $3,993 | $3,467+15.2% | $4,653-14.2% | $3,952+1.0% |
| Admin fee / account holder | $10,518 | $5,469+92.3% | $6,752+55.8% | $6,260+68.0% |