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 | $50,177 | $47,944+4.7% | $67,834-26.0% | $62,891-20.2% |
| Participation rate | 98.9% | 61.1%+37.8pp | 68.8%+30.1pp | 69.3%+29.6pp |
| Annual return | 4.29% | 11.77%-7.5pp | 138.47%-134.2pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,097 | $1,562+34.2% | $2,403-12.8% | $2,281-8.1% |
| Participant deferral / active EE | $3,377 | $2,247+50.3% | $3,160+6.9% | $3,203+5.4% |
| Admin fee / account holder | $485 | $3,712-86.9% | $4,622-89.5% | $4,296-88.7% |