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 | $26,663 | $89,753-70.3% | $107,525-75.2% | $84,808-68.6% |
| Participation rate | 98.5% | 68.1%+30.4pp | 75.1%+23.4pp | 68.3%+30.2pp |
| Annual return | 12.88% | 29.48%-16.6pp | 181.32%-168.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,865 | $3,113-40.1% | $3,754-50.3% | $2,631-29.1% |
| Participant deferral / active EE | $5,165 | $4,056+27.3% | $5,116+1.0% | $4,212+22.6% |
| Admin fee / account holder | $1,077 | $7,222-85.1% | $8,919-87.9% | $7,344-85.3% |