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 | $112,426 | $53,127+111.6% | $86,590+29.8% | $70,131+60.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 6.49% | 27.66%-21.2pp | 964.84%-958.4pp | 73.14%-66.7pp |
| Employer contribution / active EE | $1,867 | $2,068-9.7% | $2,839-34.2% | $2,342-20.3% |
| Participant deferral / active EE | $4,269 | $2,696+58.3% | $3,609+18.3% | $3,332+28.1% |
| Admin fee / account holder | $1,087 | $3,585-69.7% | $4,906-77.8% | $4,645-76.6% |