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 | $105,611 | $214,378-50.7% | $200,582-47.3% | $142,382-25.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 10.99% | 46.41%-35.4pp | 42.33%-31.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,756 | $6,841-74.3% | $6,419-72.6% | $4,299-59.1% |
| Participant deferral / active EE | $7,004 | $9,865-29.0% | $9,331-24.9% | $6,507+7.6% |
| Admin fee / account holder | $3,183 | $17,692-82.0% | $16,305-80.5% | $12,624-74.8% |