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 | $168,036 | $117,841+42.6% | $102,423+64.1% | $145,922+15.2% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.5pp |
| Annual return | 5.73% | 31.65%-25.9pp | 29.32%-23.6pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,122 | $3,615-69.0% | $3,023-62.9% | $4,660-75.9% |
| Participant deferral / active EE | $3,318 | $5,731-42.1% | $5,053-34.3% | $6,688-50.4% |
| Admin fee / account holder | $1,100 | $13,326-91.7% | $9,451-88.4% | $13,397-91.8% |