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 | $97,824 | $95,266+2.7% | $82,389+18.7% | $142,382-31.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 5.56% | 25.74%-20.2pp | 28.67%-23.1pp | 217.08%-211.5pp |
| Employer contribution / active EE | $1,220 | $2,991-59.2% | $2,517-51.6% | $4,299-71.6% |
| Participant deferral / active EE | $4,464 | $4,809-7.2% | $4,155+7.4% | $6,507-31.4% |
| Admin fee / account holder | $1,339 | $8,563-84.4% | $7,231-81.5% | $12,624-89.4% |