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 | $63,988 | $78,672-18.7% | $109,143-41.4% | $85,850-25.5% |
| Participation rate | 95.1% | 68.3%+26.8pp | 75.9%+19.2pp | 69.3%+25.8pp |
| Annual return | 9.36% | 25.09%-15.7pp | 25.75%-16.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $5,517 | $2,735+101.7% | $3,722+48.2% | $2,565+115.1% |
| Participant deferral / active EE | $7,242 | $3,467+108.9% | $4,653+55.6% | $3,952+83.3% |
| Admin fee / account holder | $1,134 | $5,469-79.3% | $6,752-83.2% | $6,260-81.9% |