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 | $110,074 | $135,952-19.0% | $123,892-11.2% | $273,961-59.8% |
| Participation rate | 85.0% | 84.1%+0.9pp | 81.4%+3.6pp | 83.0%+2.0pp |
| Annual return | 3.48% | 56.63%-53.1pp | 47.52%-44.0pp | 41.45%-38.0pp |
| Employer contribution / active EE | $3,819 | $5,170-26.1% | $4,617-17.3% | $4,869-21.6% |
| Participant deferral / active EE | $6,065 | $6,343-4.4% | $5,984+1.4% | $5,287+14.7% |
| Admin fee / account holder | $615 | $9,817-93.7% | $8,357-92.6% | $10,132-93.9% |