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 | $84,479 | $65,365+29.2% | $92,893-9.1% | $72,985+15.7% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 4.90% | 42.10%-37.2pp | 109.41%-104.5pp | 81.00%-76.1pp |
| Employer contribution / active EE | $15,222 | $2,594+486.8% | $3,653+316.7% | $2,440+523.9% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,743 | $4,251-35.5% | $5,794-52.6% | $5,124-46.5% |