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 | $61,787 | $78,672-21.5% | $109,143-43.4% | $85,850-28.0% |
| Participation rate | 95.1% | 68.3%+26.8pp | 75.9%+19.2pp | 69.3%+25.8pp |
| Annual return | 9.30% | 25.09%-15.8pp | 25.75%-16.5pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,310 | $2,735-52.1% | $3,722-64.8% | $2,565-48.9% |
| Participant deferral / active EE | $4,799 | $3,467+38.4% | $4,653+3.1% | $3,952+21.4% |
| Admin fee / account holder | $15,875 | $5,469+190.3% | $6,752+135.1% | $6,260+153.6% |