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 | $33,824 | $114,381-70.4% | $107,525-68.5% | $142,382-76.2% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 11.51% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,017 | $4,015-49.7% | $3,754-46.3% | $4,299-53.1% |
| Participant deferral / active EE | $2,803 | $5,564-49.6% | $5,116-45.2% | $6,507-56.9% |
| Admin fee / account holder | $610 | $9,860-93.8% | $8,919-93.2% | $12,624-95.2% |