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 | $124,126 | $176,812-29.8% | $146,665-15.4% | $167,490-25.9% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 5.95% | 24.03%-18.1pp | 22.74%-16.8pp | 478.56%-472.6pp |
| Employer contribution / active EE | $6,410 | $5,160+24.2% | $4,136+55.0% | $4,837+32.5% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $783 | $13,259-94.1% | $10,280-92.4% | $12,309-93.6% |