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 | $164,272 | $176,812-7.1% | $146,665+12.0% | $167,490-1.9% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 8.62% | 24.03%-15.4pp | 22.74%-14.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,764 | $5,160-46.4% | $4,136-33.2% | $4,837-42.9% |
| Participant deferral / active EE | $6,119 | $6,440-5.0% | $5,506+11.1% | $6,341-3.5% |
| Admin fee / account holder | $2,443 | $13,259-81.6% | $10,280-76.2% | $12,309-80.2% |