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 | $63,951 | $112,729-43.3% | $98,716-35.2% | $137,256-53.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 6.98% | 38.48%-31.5pp | 31.81%-24.8pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,037 | $2,725-25.3% | $2,279-10.6% | $4,156-51.0% |
| Participant deferral / active EE | $4,467 | $4,640-3.7% | $4,048+10.4% | $6,407-30.3% |
| Admin fee / account holder | $3,575 | $10,129-64.7% | $8,703-58.9% | $12,270-70.9% |