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 | $102,301 | $183,519-44.3% | $155,509-34.2% | $145,922-29.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.92% | 61.17%-54.2pp | 64.67%-57.8pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,096 | $5,313-79.4% | $4,672-76.5% | $4,660-76.5% |
| Participant deferral / active EE | $5,627 | $6,462-12.9% | $5,6260% | $6,688-15.9% |
| Admin fee / account holder | $6,201 | $19,313-67.9% | $15,912-61.0% | $13,397-53.7% |