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 | $60,653 | $111,754-45.7% | $103,333-41.3% | $145,922-58.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 4.13% | 24.77%-20.6pp | 24.88%-20.7pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,525 | $4,212-63.8% | $3,868-60.6% | $4,660-67.3% |
| Participant deferral / active EE | $4,242 | $5,619-24.5% | $5,057-16.1% | $6,688-36.6% |
| Admin fee / account holder | $673 | $9,750-93.1% | $8,355-91.9% | $13,397-95.0% |