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 | $95,789 | $183,592-47.8% | $155,567-38.4% | $145,959-34.4% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 7.88% | 61.24%-53.4pp | 64.74%-56.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $3,743 | $5,315-29.6% | $4,674-19.9% | $4,661-19.7% |
| Participant deferral / active EE | $6,963 | $6,464+7.7% | $5,628+23.7% | $6,689+4.1% |
| Admin fee / account holder | $1,444 | $19,318-92.5% | $15,916-90.9% | $13,398-89.2% |