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 | $36,850 | $217,402-83.0% | $185,823-80.2% | $167,490-78.0% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 4.51% | 148.36%-143.9pp | 122.05%-117.5pp | 478.56%-474.1pp |
| Employer contribution / active EE | $3,024 | $5,873-48.5% | $5,167-41.5% | $4,837-37.5% |
| Participant deferral / active EE | $2,809 | $6,356-55.8% | $5,568-49.5% | $6,341-55.7% |
| Admin fee / account holder | $433 | $19,811-97.8% | $16,237-97.3% | $12,309-96.5% |