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 | $37,378 | $73,933-49.4% | $96,683-61.3% | $75,163-50.3% |
| Participation rate | 79.6% | 66.4%+13.2pp | 74.3%+5.2pp | 67.2%+12.4pp |
| Annual return | 7.81% | 26.70%-18.9pp | 35.69%-27.9pp | 160.62%-152.8pp |
| Employer contribution / active EE | $4,291 | $2,928+46.6% | $3,737+14.8% | $2,670+60.7% |
| Participant deferral / active EE | $7,210 | $3,659+97.1% | $4,878+47.8% | $4,125+74.8% |
| Admin fee / account holder | $582 | $5,216-88.9% | $6,730-91.4% | $5,651-89.7% |