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 | $45,373 | $162,781-72.1% | $133,956-66.1% | $158,922-71.4% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 5.24% | 41.94%-36.7pp | 45.09%-39.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $3,485 | $4,975-30.0% | $3,919-11.1% | $4,761-26.8% |
| Participant deferral / active EE | $6,032 | $5,911+2.0% | $5,048+19.5% | $5,982+0.8% |
| Admin fee / account holder | $6,165 | $11,736-47.5% | $8,927-30.9% | $11,246-45.2% |