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 | $160,650 | $176,812-9.1% | $146,665+9.5% | $167,490-4.1% |
| Participation rate | 78.3% | 83.6%-5.4pp | 80.1%-1.8pp | 82.1%-3.8pp |
| Annual return | 8.75% | 24.03%-15.3pp | 22.74%-14.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,104 | $5,160-78.6% | $4,136-73.3% | $4,837-77.2% |
| Participant deferral / active EE | $2,190 | $6,440-66.0% | $5,506-60.2% | $6,341-65.5% |
| Admin fee / account holder | $3,784 | $13,259-71.5% | $10,280-63.2% | $12,309-69.3% |