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 | $125,572 | $98,750+27.2% | $149,696-16.1% | $79,858+57.2% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.6%+27.7pp |
| Annual return | 6.04% | 27.43%-21.4pp | 276.60%-270.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $5,013 | $3,216+55.9% | $4,644+7.9% | $2,471+102.9% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,322 | $6,053-78.2% | $9,309-85.8% | $5,306-75.1% |