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 | $113,425 | $179,726-36.9% | $156,263-27.4% | $142,382-20.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 2.99% | 77.86%-74.9pp | 59.47%-56.5pp | 217.08%-214.1pp |
| Employer contribution / active EE | $3,506 | $5,069-30.8% | $4,333-19.1% | $4,299-18.5% |
| Participant deferral / active EE | $6,815 | $6,956-2.0% | $6,158+10.7% | $6,507+4.7% |
| Admin fee / account holder | $2,542 | $17,272-85.3% | $14,255-82.2% | $12,624-79.9% |