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 | $94,511 | $109,413-13.6% | $156,263-39.5% | $84,808+11.4% |
| Participation rate | 71.9% | 72.7%-0.8pp | 78.9%-7.0pp | 68.3%+3.6pp |
| Annual return | 8.40% | 20.18%-11.8pp | 59.47%-51.1pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,069 | $2,907-63.2% | $4,333-75.3% | $2,631-59.4% |
| Participant deferral / active EE | $2,647 | $4,590-42.3% | $6,158-57.0% | $4,212-37.2% |
| Admin fee / account holder | $1,287 | $9,357-86.2% | $14,255-91.0% | $7,344-82.5% |