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 | $39,255 | $91,552-57.1% | $133,956-70.7% | $79,858-50.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 3.93% | 61.85%-57.9pp | 45.09%-41.2pp | 31.71%-27.8pp |
| Employer contribution / active EE | $6,411 | $2,384+169.0% | $3,919+63.6% | $2,471+159.5% |
| Participant deferral / active EE | $3,036 | $3,733-18.7% | $5,048-39.9% | $3,740-18.8% |
| Admin fee / account holder | $659 | $6,321-89.6% | $8,927-92.6% | $5,306-87.6% |