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 | $160,949 | $181,894-11.5% | $156,549+2.8% | $273,961-41.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.83% | 30.74%-28.9pp | 32.23%-30.4pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,178 | $6,248-65.1% | $5,501-60.4% | $4,869-55.3% |
| Participant deferral / active EE | $7,832 | $5,550+41.1% | $4,871+60.8% | $5,287+48.1% |
| Admin fee / account holder | $686 | $15,559-95.6% | $13,027-94.7% | $10,132-93.2% |