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 | $84,032 | $103,376-18.7% | $87,100-3.5% | $152,861-45.0% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.9%+18.1pp | 82.4%+12.6pp |
| Annual return | 3.92% | 28.10%-24.2pp | 28.19%-24.3pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,503 | $3,220-22.3% | $2,521-0.7% | $4,762-47.4% |
| Participant deferral / active EE | $5,357 | $4,778+12.1% | $4,049+32.3% | $5,850-8.4% |
| Admin fee / account holder | $1,323 | $12,205-89.2% | $7,497-82.4% | $11,596-88.6% |