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 | $60,174 | $99,985-39.8% | $146,665-59.0% | $85,850-29.9% |
| Participation rate | 85.3% | 73.1%+12.2pp | 80.1%+5.2pp | 69.3%+16.0pp |
| Annual return | 8.04% | 18.93%-10.9pp | 22.74%-14.7pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,829 | $2,559-28.5% | $4,136-55.8% | $2,565-28.7% |
| Participant deferral / active EE | $4,246 | $4,006+6.0% | $5,506-22.9% | $3,952+7.4% |
| Admin fee / account holder | $2,447 | $7,702-68.2% | $10,280-76.2% | $6,260-60.9% |