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 | $117,421 | $106,584+10.2% | $101,326+15.9% | $142,382-17.5% |
| Participation rate | 73.3% | 82.7%-9.4pp | 81.5%-8.2pp | 80.1%-6.8pp |
| Annual return | 9.42% | 36.93%-27.5pp | 36.82%-27.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,033 | $3,956-23.3% | $3,665-17.2% | $4,299-29.4% |
| Participant deferral / active EE | $4,899 | $8,297-41.0% | $7,994-38.7% | $6,507-24.7% |
| Admin fee / account holder | $591 | $11,446-94.8% | $11,185-94.7% | $12,624-95.3% |