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 | $116,729 | $99,341+17.5% | $84,750+37.7% | $273,961-57.4% |
| Participation rate | 90.0% | 80.7%+9.3pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | -2.57% | 22.93%-25.5pp | 22.78%-25.3pp | 41.45%-44.0pp |
| Employer contribution / active EE | $1,519 | $4,214-64.0% | $3,574-57.5% | $4,869-68.8% |
| Participant deferral / active EE | $3,507 | $4,269-17.9% | $3,712-5.5% | $5,287-33.7% |
| Admin fee / account holder | $1,234 | $6,644-81.4% | $5,332-76.9% | $10,132-87.8% |