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 | $144,954 | $116,175+24.8% | $93,606+54.9% | $152,861-5.2% |
| Participation rate | 76.9% | 78.0%-1.1pp | 75.8%+1.1pp | 82.4%-5.5pp |
| Annual return | 1.65% | 35.96%-34.3pp | 32.76%-31.1pp | 345.32%-343.7pp |
| Employer contribution / active EE | $914 | $3,218-71.6% | $2,718-66.4% | $4,762-80.8% |
| Participant deferral / active EE | $4,079 | $4,603-11.4% | $4,069+0.3% | $5,850-30.3% |
| Admin fee / account holder | $1,600 | $10,748-85.1% | $7,888-79.7% | $11,596-86.2% |