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 | $46,766 | $91,552-48.9% | $133,956-65.1% | $79,858-41.4% |
| Participation rate | 84.8% | 73.3%+11.4pp | 79.8%+4.9pp | 69.6%+15.1pp |
| Annual return | 9.10% | 61.85%-52.7pp | 45.09%-36.0pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,137 | $2,384-52.3% | $3,919-71.0% | $2,471-54.0% |
| Participant deferral / active EE | $1,793 | $3,733-52.0% | $5,048-64.5% | $3,740-52.0% |
| Admin fee / account holder | $2,582 | $6,321-59.2% | $8,927-71.1% | $5,306-51.3% |