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 | $42,384 | $111,754-62.1% | $103,333-59.0% | $145,922-71.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 8.32% | 24.77%-16.4pp | 24.88%-16.6pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,828 | $4,212-56.6% | $3,868-52.7% | $4,660-60.8% |
| Participant deferral / active EE | $4,597 | $5,619-18.2% | $5,057-9.1% | $6,688-31.3% |
| Admin fee / account holder | $12,546 | $9,750+28.7% | $8,355+50.2% | $13,397-6.4% |