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 | $140,630 | $152,587-7.8% | $125,175+12.3% | $152,861-8.0% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 7.27% | 54.84%-47.6pp | 43.79%-36.5pp | 345.32%-338.0pp |
| Employer contribution / active EE | $1,074 | $4,946-78.3% | $3,865-72.2% | $4,762-77.5% |
| Participant deferral / active EE | $2,102 | $5,868-64.2% | $4,937-57.4% | $5,850-64.1% |
| Admin fee / account holder | $1,609 | $13,434-88.0% | $9,702-83.4% | $11,596-86.1% |