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 | $126,160 | $109,413+15.3% | $156,263-19.3% | $84,808+48.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 11.54% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,299 | $2,907-55.3% | $4,333-70.0% | $2,631-50.6% |
| Participant deferral / active EE | $2,884 | $4,590-37.2% | $6,158-53.2% | $4,212-31.5% |
| Admin fee / account holder | $1,182 | $9,357-87.4% | $14,255-91.7% | $7,344-83.9% |