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 5-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 | $82,341 | $100,773-18.3% | $88,946-7.4% | $142,382-42.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 9.99% | 70.18%-60.2pp | 57.82%-47.8pp | 217.08%-207.1pp |
| Employer contribution / active EE | $2,394 | $2,918-18.0% | $2,555-6.3% | $4,299-44.3% |
| Participant deferral / active EE | $4,504 | $5,230-13.9% | $4,581-1.7% | $6,507-30.8% |
| Admin fee / account holder | $1,826 | $9,693-81.2% | $8,261-77.9% | $12,624-85.5% |