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 | $55,086 | $100,004-44.9% | $81,438-32.4% | $145,959-62.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.04% | 34.34%-27.3pp | 24.74%-17.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $3,216 | $2,970+8.3% | $2,460+30.7% | $4,661-31.0% |
| Participant deferral / active EE | $1,396 | $4,603-69.7% | $3,883-64.0% | $6,689-79.1% |
| Admin fee / account holder | $807 | $8,202-90.2% | $5,764-86.0% | $13,398-94.0% |