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 | $121,554 | $117,841+3.2% | $102,423+18.7% | $145,922-16.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 6.78% | 31.65%-24.9pp | 29.32%-22.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $876 | $3,615-75.8% | $3,023-71.0% | $4,660-81.2% |
| Participant deferral / active EE | $5,105 | $5,731-10.9% | $5,053+1.0% | $6,688-23.7% |
| Admin fee / account holder | $11,075 | $13,326-16.9% | $9,451+17.2% | $13,397-17.3% |