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 | $101,268 | $103,376-2.0% | $87,100+16.3% | $152,861-33.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 6.43% | 28.10%-21.7pp | 28.19%-21.8pp | 345.32%-338.9pp |
| Employer contribution / active EE | $1,619 | $3,220-49.7% | $2,521-35.8% | $4,762-66.0% |
| Participant deferral / active EE | $4,208 | $4,778-11.9% | $4,049+3.9% | $5,850-28.1% |
| Admin fee / account holder | $613 | $12,205-95.0% | $7,497-91.8% | $11,596-94.7% |