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 | $78,648 | $91,552-14.1% | $133,956-41.3% | $79,858-1.5% |
| Participation rate | 93.5% | 73.3%+20.2pp | 79.8%+13.7pp | 69.6%+23.9pp |
| Annual return | 6.09% | 61.85%-55.8pp | 45.09%-39.0pp | 31.71%-25.6pp |
| Employer contribution / active EE | $2,098 | $2,384-12.0% | $3,919-46.5% | $2,471-15.1% |
| Participant deferral / active EE | $2,101 | $3,733-43.7% | $5,048-58.4% | $3,740-43.8% |
| Admin fee / account holder | $15,707 | $6,321+148.5% | $8,927+76.0% | $5,306+196.0% |