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 | $135,182 | $181,894-25.7% | $156,549-13.6% | $273,961-50.7% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 1.72% | 30.74%-29.0pp | 32.23%-30.5pp | 41.45%-39.7pp |
| Employer contribution / active EE | $8,023 | $6,248+28.4% | $5,501+45.8% | $4,869+64.8% |
| Participant deferral / active EE | $4,828 | $5,550-13.0% | $4,871-0.9% | $5,287-8.7% |
| Admin fee / account holder | $552 | $15,559-96.5% | $13,027-95.8% | $10,132-94.6% |