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 | $67,601 | $162,781-58.5% | $133,956-49.5% | $158,922-57.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 3.05% | 41.94%-38.9pp | 45.09%-42.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,829 | $4,975-63.2% | $3,919-53.3% | $4,761-61.6% |
| Participant deferral / active EE | $3,908 | $5,911-33.9% | $5,048-22.6% | $5,982-34.7% |
| Admin fee / account holder | $8,260 | $11,736-29.6% | $8,927-7.5% | $11,246-26.6% |