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 | $81,571 | $52,279+56.0% | $89,391-8.7% | $79,858+2.1% |
| Participation rate | 85.7% | 57.5%+28.2pp | 68.0%+17.7pp | 69.6%+16.1pp |
| Annual return | 10.69% | 22.16%-11.5pp | 245.62%-234.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,207 | $1,572+104.1% | $2,586+24.0% | $2,471+29.8% |
| Participant deferral / active EE | $8,280 | $2,740+202.2% | $3,890+112.9% | $3,740+121.4% |
| Admin fee / account holder | $420 | $3,356-87.5% | $4,881-91.4% | $5,306-92.1% |