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 | $53,221 | $84,233-36.8% | $170,442-68.8% | $70,131-24.1% |
| Participation rate | 85.7% | 70.8%+14.9pp | 83.6%+2.1pp | 69.5%+16.2pp |
| Annual return | 10.53% | 23.06%-12.5pp | 205.93%-195.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $4,153 | $3,387+22.6% | $5,433-23.5% | $2,342+77.3% |
| Participant deferral / active EE | $2,922 | $3,086-5.3% | $4,939-40.8% | $3,332-12.3% |
| Admin fee / account holder | $19,758 | $5,698+246.8% | $13,880+42.3% | $4,645+325.3% |