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 | $143,156 | $152,587-6.2% | $125,175+14.4% | $152,861-6.3% |
| Participation rate | 78.6% | 83.3%-4.8pp | 79.8%-1.2pp | 82.4%-3.9pp |
| Annual return | 6.85% | 54.84%-48.0pp | 43.79%-36.9pp | 345.32%-338.5pp |
| Employer contribution / active EE | $1,646 | $4,946-66.7% | $3,865-57.4% | $4,762-65.4% |
| Participant deferral / active EE | $5,937 | $5,868+1.2% | $4,937+20.3% | $5,850+1.5% |
| Admin fee / account holder | $1,857 | $13,434-86.2% | $9,702-80.9% | $11,596-84.0% |