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 | $104,870 | $183,519-42.9% | $155,509-32.6% | $145,922-28.1% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 6.45% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.8pp |
| Employer contribution / active EE | $1,445 | $5,313-72.8% | $4,672-69.1% | $4,660-69.0% |
| Participant deferral / active EE | $4,270 | $6,462-33.9% | $5,626-24.1% | $6,688-36.1% |
| Admin fee / account holder | $696 | $19,313-96.4% | $15,912-95.6% | $13,397-94.8% |