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 | $73,407 | $72,277+1.6% | $101,248-27.5% | $79,858-8.1% |
| Participation rate | 89.7% | 68.5%+21.3pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | 7.06% | 22.30%-15.2pp | 46.47%-39.4pp | 31.71%-24.7pp |
| Employer contribution / active EE | $8,286 | $2,692+207.8% | $3,660+126.4% | $2,471+235.3% |
| Participant deferral / active EE | $1,591 | $3,282-51.5% | $4,370-63.6% | $3,740-57.5% |
| Admin fee / account holder | $1,770 | $4,400-59.8% | $5,945-70.2% | $5,306-66.6% |