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 | $101,226 | $80,673+25.5% | $101,326-0.1% | $84,808+19.4% |
| Participation rate | 70.5% | 77.8%-7.3pp | 81.5%-11.0pp | 68.3%+2.1pp |
| Annual return | 3.39% | 38.95%-35.6pp | 36.82%-33.4pp | 40.90%-37.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,085 | $6,840-11.0% | $7,994-23.9% | $4,212+44.5% |
| Admin fee / account holder | $4,853 | $12,784-62.0% | $11,185-56.6% | $7,344-33.9% |