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 | $79,332 | $109,881-27.8% | $150,045-47.1% | $84,808-6.5% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 10.18% | 28.25%-18.1pp | 62.55%-52.4pp | 40.90%-30.7pp |
| Employer contribution / active EE | $4,593 | $3,561+29.0% | $4,693-2.1% | $2,631+74.6% |
| Participant deferral / active EE | $5,471 | $6,636-17.6% | $7,997-31.6% | $4,212+29.9% |
| Admin fee / account holder | $2,874 | $8,568-66.5% | $13,435-78.6% | $7,344-60.9% |