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 | $87,686 | $100,041-12.3% | $149,718-41.4% | $70,131+25.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.86% | 27.43%-19.6pp | 1501.63%-1493.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,497 | $3,662-59.1% | $5,445-72.5% | $2,342-36.1% |
| Participant deferral / active EE | $3,528 | $4,983-29.2% | $6,569-46.3% | $3,332+5.9% |
| Admin fee / account holder | $1,745 | $8,286-78.9% | $11,283-84.5% | $4,645-62.4% |