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 | $100,864 | $84,233+19.7% | $170,442-40.8% | $70,131+43.8% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 10.19% | 23.06%-12.9pp | 205.93%-195.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,325 | $3,387-31.3% | $5,433-57.2% | $2,342-0.7% |
| Participant deferral / active EE | $4,199 | $3,086+36.1% | $4,939-15.0% | $3,332+26.0% |
| Admin fee / account holder | $40,239 | $5,698+606.2% | $13,880+189.9% | $4,645+766.2% |