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 | $101,822 | $157,256-35.3% | $141,162-27.9% | $152,861-33.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 11.61% | 64.32%-52.7pp | 71.39%-59.8pp | 345.32%-333.7pp |
| Employer contribution / active EE | $1,231 | $5,261-76.6% | $4,735-74.0% | $4,762-74.2% |
| Participant deferral / active EE | $4,253 | $7,109-40.2% | $6,709-36.6% | $5,850-27.3% |
| Admin fee / account holder | $376 | $12,120-96.9% | $10,261-96.3% | $11,596-96.8% |