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 | $75,041 | $84,233-10.9% | $170,442-56.0% | $70,131+7.0% |
| Participation rate | 96.4% | 70.8%+25.6pp | 83.6%+12.8pp | 69.5%+26.9pp |
| Annual return | 4.47% | 23.06%-18.6pp | 205.93%-201.5pp | 73.14%-68.7pp |
| Employer contribution / active EE | $4,844 | $3,387+43.0% | $5,433-10.8% | $2,342+106.8% |
| Participant deferral / active EE | $4,348 | $3,086+40.9% | $4,939-12.0% | $3,332+30.5% |
| Admin fee / account holder | $89,282 | $5,698+1466.9% | $13,880+543.2% | $4,645+1822.0% |