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 | $34,296 | $183,519-81.3% | $155,509-77.9% | $145,922-76.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.04% | 61.17%-55.1pp | 64.67%-58.6pp | 561.29%-555.2pp |
| Employer contribution / active EE | $2,755 | $5,313-48.1% | $4,672-41.0% | $4,660-40.9% |
| Participant deferral / active EE | $4,949 | $6,462-23.4% | $5,626-12.0% | $6,688-26.0% |
| Admin fee / account holder | $14,518 | $19,313-24.8% | $15,912-8.8% | $13,397+8.4% |