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 | $94,577 | $101,724-7.0% | $164,813-42.6% | $80,856+17.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.95% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,751 | $2,953-40.7% | $4,341-59.7% | $2,755-36.4% |
| Participant deferral / active EE | $2,947 | $4,477-34.2% | $6,031-51.1% | $4,296-31.4% |
| Admin fee / account holder | $25,618 | $8,227+211.4% | $12,690+101.9% | $6,918+270.3% |