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 | $25,427 | $172,111-85.2% | $150,298-83.1% | $137,256-81.5% |
| Participation rate | 78.3% | 81.7%-3.5pp | 77.8%+0.5pp | 80.0%-1.7pp |
| Annual return | 10.27% | 69.37%-59.1pp | 62.79%-52.5pp | 220.34%-210.1pp |
| Employer contribution / active EE | $849 | $4,636-81.7% | $4,154-79.6% | $4,156-79.6% |
| Participant deferral / active EE | $6,100 | $6,166-1.1% | $5,453+11.9% | $6,407-4.8% |
| Admin fee / account holder | $1,933 | $16,471-88.3% | $14,116-86.3% | $12,270-84.2% |