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 | $59,129 | $85,202-30.6% | $172,739-65.8% | $72,985-19.0% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.6%-11.7pp | 69.5%+1.5pp |
| Annual return | 15.49% | 27.32%-11.8pp | 802.84%-787.4pp | 81.00%-65.5pp |
| Employer contribution / active EE | $2,646 | $3,324-20.4% | $5,143-48.6% | $2,440+8.4% |
| Participant deferral / active EE | $3,184 | $3,260-2.3% | $5,198-38.7% | $3,607-11.7% |
| Admin fee / account holder | $4,956 | $5,884-15.8% | $13,954-64.5% | $5,124-3.3% |