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 | $72,196 | $79,449-9.1% | $189,557-61.9% | $85,850-15.9% |
| Participation rate | 75.7% | 66.0%+9.7pp | 78.4%-2.8pp | 69.3%+6.4pp |
| Annual return | 10.19% | 18.45%-8.3pp | 64.17%-54.0pp | 318.53%-308.3pp |
| Employer contribution / active EE | $467 | $2,081-77.6% | $4,412-89.4% | $2,565-81.8% |
| Participant deferral / active EE | $3,248 | $4,051-19.8% | $6,174-47.4% | $3,952-17.8% |
| Admin fee / account holder | $4,369 | $5,377-18.7% | $9,807-55.4% | $6,260-30.2% |