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 | $101,495 | $109,881-7.6% | $150,045-32.4% | $84,808+19.7% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 13.72% | 28.25%-14.5pp | 62.55%-48.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,778 | $3,561+6.1% | $4,693-19.5% | $2,631+43.6% |
| Participant deferral / active EE | $6,778 | $6,636+2.1% | $7,997-15.2% | $4,212+60.9% |
| Admin fee / account holder | $10,005 | $8,568+16.8% | $13,435-25.5% | $7,344+36.2% |