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 | $76,166 | $98,240-22.5% | $82,313-7.5% | $147,584-48.4% |
| Participation rate | 93.8% | 79.7%+14.0pp | 76.9%+16.9pp | 82.8%+10.9pp |
| Annual return | 6.26% | 30.85%-24.6pp | 25.88%-19.6pp | 578.55%-572.3pp |
| Employer contribution / active EE | $2,401 | $3,192-24.8% | $2,428-1.1% | $4,876-50.8% |
| Participant deferral / active EE | $3,708 | $4,383-15.4% | $3,7060% | $5,439-31.8% |
| Admin fee / account holder | $4,014 | $8,563-53.1% | $5,608-28.4% | $10,885-63.1% |