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 | $96,413 | $67,411+43.0% | $91,001+5.9% | $70,131+37.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.07% | -40.16%+50.2pp | 4.60%+5.5pp | 73.14%-63.1pp |
| Employer contribution / active EE | $4,864 | $1,786+172.4% | $2,456+98.1% | $2,342+107.7% |
| Participant deferral / active EE | $1,963 | $2,823-30.4% | $3,547-44.7% | $3,332-41.1% |
| Admin fee / account holder | $643 | $4,236-84.8% | $5,417-88.1% | $4,645-86.2% |