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 | $68,583 | $78,672-12.8% | $109,143-37.2% | $85,850-20.1% |
| Participation rate | 95.1% | 68.3%+26.8pp | 75.9%+19.2pp | 69.3%+25.8pp |
| Annual return | 8.64% | 25.09%-16.4pp | 25.75%-17.1pp | 318.53%-309.9pp |
| Employer contribution / active EE | $2,301 | $2,735-15.9% | $3,722-38.2% | $2,565-10.3% |
| Participant deferral / active EE | $4,401 | $3,467+26.9% | $4,653-5.4% | $3,952+11.4% |
| Admin fee / account holder | $4,467 | $5,469-18.3% | $6,752-33.8% | $6,260-28.6% |