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 | $81,398 | $74,888+8.7% | $71,209+14.3% | $142,382-42.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.35% | 345.14%-332.8pp | 282.51%-270.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $961 | $2,854-66.3% | $2,721-64.7% | $4,299-77.6% |
| Participant deferral / active EE | $3,127 | $4,454-29.8% | $4,175-25.1% | $6,507-51.9% |
| Admin fee / account holder | $683 | $5,568-87.7% | $5,349-87.2% | $12,624-94.6% |