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 | $85,756 | $98,750-13.2% | $149,696-42.7% | $79,858+7.4% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.9pp |
| Annual return | 12.11% | 27.43%-15.3pp | 276.60%-264.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,699 | $3,216-47.2% | $4,644-63.4% | $2,471-31.2% |
| Participant deferral / active EE | $3,295 | $5,680-42.0% | $6,842-51.8% | $3,740-11.9% |
| Admin fee / account holder | $14,280 | $6,053+135.9% | $9,309+53.4% | $5,306+169.1% |