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 | $117,817 | $106,515+10.6% | $96,683+21.9% | $139,434-15.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 10.91% | 38.43%-27.5pp | 35.69%-24.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,236 | $4,103-69.9% | $3,737-66.9% | $4,751-74.0% |
| Participant deferral / active EE | $3,684 | $5,454-32.5% | $4,878-24.5% | $6,710-45.1% |
| Admin fee / account holder | $2,114 | $7,877-73.2% | $6,730-68.6% | $11,403-81.5% |