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 | $103,451 | $175,202-41.0% | $149,673-30.9% | $139,434-25.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 9.31% | 166.71%-157.4pp | 134.42%-125.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,787 | $5,474-67.4% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $4,988 | $6,519-23.5% | $5,680-12.2% | $6,710-25.7% |
| Admin fee / account holder | $9,494 | $16,150-41.2% | $13,210-28.1% | $11,403-16.7% |