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 | $95,990 | $68,547+40.0% | $120,354-20.2% | $80,856+18.7% |
| Participation rate | 96.6% | 61.6%+35.0pp | 71.9%+24.6pp | 67.6%+28.9pp |
| Annual return | 8.95% | 23.60%-14.7pp | 107.15%-98.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $7,074 | $2,051+244.9% | $3,463+104.3% | $2,755+156.8% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $7,634 | $5,732+33.2% | $9,423-19.0% | $6,918+10.4% |