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 | $114,423 | $106,584+7.4% | $101,326+12.9% | $142,382-19.6% |
| Participation rate | 70.6% | 82.7%-12.1pp | 81.5%-10.9pp | 80.1%-9.5pp |
| Annual return | 12.36% | 36.93%-24.6pp | 36.82%-24.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,540 | $8,297-69.4% | $7,994-68.2% | $6,507-61.0% |
| Admin fee / account holder | $4,826 | $11,446-57.8% | $11,185-56.9% | $12,624-61.8% |