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 | $44,373 | $65,409-32.2% | $98,442-54.9% | $85,850-48.3% |
| Participation rate | 88.2% | 65.0%+23.2pp | 73.3%+14.8pp | 69.3%+18.8pp |
| Annual return | 8.12% | 21.76%-13.6pp | 1492.73%-1484.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $4,175 | $2,168+92.6% | $2,960+41.1% | $2,565+62.8% |
| Participant deferral / active EE | $2,969 | $3,166-6.2% | $4,276-30.6% | $3,952-24.9% |
| Admin fee / account holder | $1,324 | $4,593-71.2% | $5,949-77.7% | $6,260-78.8% |