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 | $119,730 | $115,882+3.3% | $100,516+19.1% | $158,922-24.7% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 3.55% | 34.79%-31.2pp | 30.89%-27.3pp | 302.83%-299.3pp |
| Employer contribution / active EE | $448 | $4,103-89.1% | $3,418-86.9% | $4,761-90.6% |
| Participant deferral / active EE | $4,594 | $6,674-31.2% | $6,270-26.7% | $5,982-23.2% |
| Admin fee / account holder | $36,292 | $10,995+230.1% | $8,081+349.1% | $11,246+222.7% |