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 | $70,186 | $70,669-0.7% | $169,368-58.6% | $75,163-6.6% |
| Participation rate | 75.9% | 64.8%+11.1pp | 77.1%-1.3pp | 67.2%+8.7pp |
| Annual return | 12.32% | 36.36%-24.0pp | 405.60%-393.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,074 | $4,311-5.5% | $6,221-34.5% | $4,125-1.2% |
| Admin fee / account holder | $5,559 | $5,402+2.9% | $9,003-38.3% | $5,651-1.6% |