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 | $66,093 | $101,724-35.0% | $164,813-59.9% | $80,856-18.3% |
| Participation rate | 98.1% | 71.8%+26.3pp | 78.6%+19.5pp | 67.6%+30.5pp |
| Annual return | 9.36% | 16.72%-7.4pp | 69.93%-60.6pp | 35.59%-26.2pp |
| Employer contribution / active EE | $9,627 | $2,953+225.9% | $4,341+121.8% | $2,755+249.4% |
| Participant deferral / active EE | $4,864 | $4,477+8.6% | $6,031-19.4% | $4,296+13.2% |
| Admin fee / account holder | $2,444 | $8,227-70.3% | $12,690-80.7% | $6,918-64.7% |