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 | $173,403 | $124,319+39.5% | $111,297+55.8% | $167,490+3.5% |
| Participation rate | 86.7% | 79.6%+7.1pp | 77.3%+9.4pp | 82.1%+4.6pp |
| Annual return | 4.06% | 37.44%-33.4pp | 54.65%-50.6pp | 478.56%-474.5pp |
| Employer contribution / active EE | $2,305 | $3,435-32.9% | $2,731-15.6% | $4,837-52.3% |
| Participant deferral / active EE | $4,823 | $5,180-6.9% | $4,487+7.5% | $6,341-23.9% |
| Admin fee / account holder | $912 | $10,618-91.4% | $7,964-88.6% | $12,309-92.6% |