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 | $50,210 | $81,248-38.2% | $155,509-67.7% | $80,856-37.9% |
| Participation rate | 84.6% | 66.2%+18.4pp | 78.2%+6.4pp | 67.6%+17.0pp |
| Annual return | 9.03% | 33.31%-24.3pp | 64.67%-55.6pp | 35.59%-26.6pp |
| Employer contribution / active EE | $4,242 | $3,100+36.8% | $4,672-9.2% | $2,755+54.0% |
| Participant deferral / active EE | $5,913 | $3,452+71.3% | $5,626+5.1% | $4,296+37.7% |
| Admin fee / account holder | $62,332 | $7,997+679.4% | $15,912+291.7% | $6,918+801.0% |