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 | $87,720 | $91,552-4.2% | $133,956-34.5% | $79,858+9.8% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.8pp | 69.6%+19.0pp |
| Annual return | 4.80% | 61.85%-57.0pp | 45.09%-40.3pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,056 | $3,733-18.2% | $5,048-39.5% | $3,740-18.3% |
| Admin fee / account holder | $5,026 | $6,321-20.5% | $8,927-43.7% | $5,306-5.3% |