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 | $117,828 | $127,777-7.8% | $106,548+10.6% | $167,490-29.7% |
| Participation rate | 70.0% | 78.3%-8.3pp | 76.1%-6.1pp | 82.1%-12.1pp |
| Annual return | 1.85% | 33.87%-32.0pp | 26.80%-25.0pp | 478.56%-476.7pp |
| Employer contribution / active EE | $2,000 | $3,427-41.6% | $2,819-29.1% | $4,837-58.7% |
| Participant deferral / active EE | $5,255 | $5,087+3.3% | $4,398+19.5% | $6,341-17.1% |
| Admin fee / account holder | $34,106 | $11,228+203.8% | $7,407+360.4% | $12,309+177.1% |