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 | $87,778 | $91,190-3.7% | $178,490-50.8% | $79,858+9.9% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.8pp | 69.6%+20.1pp |
| Annual return | 8.31% | 24.19%-15.9pp | 151.07%-142.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $3,748 | $3,256+15.1% | $5,011-25.2% | $2,471+51.7% |
| Participant deferral / active EE | $2,154 | $3,236-33.4% | $5,202-58.6% | $3,740-42.4% |
| Admin fee / account holder | $3,906 | $6,751-42.1% | $13,984-72.1% | $5,306-26.4% |