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 | $100,456 | $86,286+16.4% | $111,297-9.7% | $85,850+17.0% |
| Participation rate | 87.8% | 73.3%+14.5pp | 77.3%+10.5pp | 69.3%+18.5pp |
| Annual return | 9.49% | 19.99%-10.5pp | 54.65%-45.2pp | 318.53%-309.0pp |
| Employer contribution / active EE | $2,541 | $2,043+24.4% | $2,731-6.9% | $2,565-0.9% |
| Participant deferral / active EE | $5,860 | $3,641+61.0% | $4,487+30.6% | $3,952+48.3% |
| Admin fee / account holder | $3,444 | $8,188-57.9% | $7,964-56.8% | $6,260-45.0% |