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 | $87,852 | $227,553-61.4% | $189,557-53.7% | $167,490-47.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 3.08% | 78.40%-75.3pp | 64.17%-61.1pp | 478.56%-475.5pp |
| Employer contribution / active EE | $3,668 | $5,316-31.0% | $4,412-16.9% | $4,837-24.2% |
| Participant deferral / active EE | $5,061 | $7,002-27.7% | $6,174-18.0% | $6,341-20.2% |
| Admin fee / account holder | $18,781 | $11,878+58.1% | $9,807+91.5% | $12,309+52.6% |