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 | $81,115 | $81,460-0.4% | $103,333-21.5% | $80,856+0.3% |
| Participation rate | 80.4% | 66.8%+13.5pp | 74.5%+5.9pp | 67.6%+12.8pp |
| Annual return | 9.97% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,172 | $3,105-30.0% | $3,868-43.8% | $2,755-21.1% |
| Participant deferral / active EE | $2,265 | $3,869-41.4% | $5,057-55.2% | $4,296-47.3% |
| Admin fee / account holder | $1,671 | $6,566-74.6% | $8,355-80.0% | $6,918-75.8% |