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 5-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 | $92,790 | $214,378-56.7% | $200,582-53.7% | $142,382-34.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 6.01% | 46.41%-40.4pp | 42.33%-36.3pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,691 | $6,841-75.3% | $6,419-73.7% | $4,299-60.7% |
| Participant deferral / active EE | $4,201 | $9,865-57.4% | $9,331-55.0% | $6,507-35.4% |
| Admin fee / account holder | $854 | $17,692-95.2% | $16,305-94.8% | $12,624-93.2% |