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 | $89,503 | $89,753-0.3% | $107,525-16.8% | $84,808+5.5% |
| Participation rate | 86.2% | 68.1%+18.1pp | 75.1%+11.1pp | 68.3%+17.9pp |
| Annual return | 10.37% | 29.48%-19.1pp | 181.32%-171.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,168 | $3,113-62.5% | $3,754-68.9% | $2,631-55.6% |
| Participant deferral / active EE | $3,516 | $4,056-13.3% | $5,116-31.3% | $4,212-16.5% |
| Admin fee / account holder | $12,912 | $7,222+78.8% | $8,919+44.8% | $7,344+75.8% |