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 | $90,923 | $81,460+11.6% | $103,333-12.0% | $80,856+12.4% |
| Participation rate | 97.4% | 66.8%+30.5pp | 74.5%+22.9pp | 67.6%+29.7pp |
| Annual return | 9.64% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,008 | $3,105-35.3% | $3,868-48.1% | $2,755-27.1% |
| Participant deferral / active EE | $4,845 | $3,869+25.2% | $5,057-4.2% | $4,296+12.8% |
| Admin fee / account holder | $1,345 | $6,566-79.5% | $8,355-83.9% | $6,918-80.6% |