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 | $55,250 | $157,256-64.9% | $141,162-60.9% | $152,861-63.9% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 13.46% | 64.32%-50.9pp | 71.39%-57.9pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,051 | $5,261-80.0% | $4,735-77.8% | $4,762-77.9% |
| Participant deferral / active EE | $2,915 | $7,109-59.0% | $6,709-56.6% | $5,850-50.2% |
| Admin fee / account holder | $523 | $12,120-95.7% | $10,261-94.9% | $11,596-95.5% |