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 | $91,656 | $159,602-42.6% | $150,045-38.9% | $142,382-35.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 8.72% | 70.24%-61.5pp | 62.55%-53.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,726 | $4,961-24.9% | $4,693-20.6% | $4,299-13.3% |
| Participant deferral / active EE | $8,474 | $8,310+2.0% | $7,997+6.0% | $6,507+30.2% |
| Admin fee / account holder | $9,170 | $14,846-38.2% | $13,435-31.7% | $12,624-27.4% |