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 | $118,347 | $179,726-34.2% | $156,263-24.3% | $142,382-16.9% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 7.32% | 77.86%-70.5pp | 59.47%-52.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $2,377 | $5,069-53.1% | $4,333-45.2% | $4,299-44.7% |
| Participant deferral / active EE | $4,761 | $6,956-31.6% | $6,158-22.7% | $6,507-26.8% |
| Admin fee / account holder | $5,271 | $17,272-69.5% | $14,255-63.0% | $12,624-58.2% |