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 | $54,705-4.7% | $71,209-26.8% | $84,808-38.6% |
| Participation rate | 80.5% | 64.1%+16.4pp | 73.8%+6.7pp | 68.3%+12.2pp |
| Annual return | 9.99% | 35.90%-25.9pp | 282.51%-272.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,588 | $2,158+19.9% | $2,721-4.9% | $2,631-1.6% |
| Participant deferral / active EE | $2,210 | $3,030-27.1% | $4,175-47.1% | $4,212-47.5% |
| Admin fee / account holder | $8,091 | $4,863+66.4% | $5,349+51.3% | $7,344+10.2% |