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 | $58,661 | $79,944-26.6% | $98,439-40.4% | $75,163-22.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 10.54% | 19.75%-9.2pp | 21.16%-10.6pp | 160.62%-150.1pp |
| Employer contribution / active EE | $3,688 | $2,264+62.9% | $3,048+21.0% | $2,670+38.1% |
| Participant deferral / active EE | $2,602 | $3,752-30.6% | $4,738-45.1% | $4,125-36.9% |
| Admin fee / account holder | $6,263 | $6,840-8.4% | $8,948-30.0% | $5,651+10.8% |