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 | $142,214 | $172,111-17.4% | $150,298-5.4% | $137,256+3.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 10.05% | 69.37%-59.3pp | 62.79%-52.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,729 | $4,636-62.7% | $4,154-58.4% | $4,156-58.4% |
| Participant deferral / active EE | $4,377 | $6,166-29.0% | $5,453-19.7% | $6,407-31.7% |
| Admin fee / account holder | $8,502 | $16,471-48.4% | $14,116-39.8% | $12,270-30.7% |