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 | $52,110 | $51,638+0.9% | $68,368-23.8% | $82,448-36.8% |
| Participation rate | 80.5% | 63.6%+16.9pp | 73.8%+6.7pp | 68.1%+12.4pp |
| Annual return | 9.99% | 37.53%-27.5pp | 292.57%-282.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,588 | $2,047+26.5% | $2,649-2.3% | $2,551+1.5% |
| Participant deferral / active EE | $2,210 | $2,914-24.1% | $4,123-46.4% | $4,139-46.6% |
| Admin fee / account holder | $8,091 | $4,643+74.2% | $5,150+57.1% | $7,234+11.8% |