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 | $106,401 | $100,852+5.5% | $90,404+17.7% | $158,922-33.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 4.02% | 1724.20%-1720.2pp | 1293.02%-1289.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $927 | $3,689-74.9% | $3,262-71.6% | $4,761-80.5% |
| Participant deferral / active EE | $2,380 | $4,348-45.3% | $3,963-39.9% | $5,982-60.2% |
| Admin fee / account holder | $7,265 | $6,501+11.8% | $5,611+29.5% | $11,246-35.4% |