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 | $59,823 | $98,750-39.4% | $149,696-60.0% | $79,858-25.1% |
| Participation rate | 84.7% | 75.8%+9.0pp | 82.5%+2.3pp | 69.6%+15.1pp |
| Annual return | 11.63% | 27.43%-15.8pp | 276.60%-265.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $2,374 | $3,216-26.2% | $4,644-48.9% | $2,471-3.9% |
| Participant deferral / active EE | $6,578 | $5,680+15.8% | $6,842-3.9% | $3,740+75.9% |
| Admin fee / account holder | $8,126 | $6,053+34.3% | $9,309-12.7% | $5,306+53.1% |