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 | $62,790 | $99,985-37.2% | $146,665-57.2% | $85,850-26.9% |
| Participation rate | 88.5% | 73.1%+15.4pp | 80.1%+8.4pp | 69.3%+19.1pp |
| Annual return | 7.31% | 18.93%-11.6pp | 22.74%-15.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $2,877 | $2,559+12.5% | $4,136-30.4% | $2,565+12.2% |
| Participant deferral / active EE | $2,629 | $4,006-34.4% | $5,506-52.2% | $3,952-33.5% |
| Admin fee / account holder | $19,229 | $7,702+149.6% | $10,280+87.1% | $6,260+207.2% |