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 | $111,877 | $177,572-37.0% | $154,803-27.7% | $142,382-21.4% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 9.03% | 65.07%-56.0pp | 58.88%-49.8pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,097 | $4,810-56.4% | $4,305-51.3% | $4,299-51.2% |
| Participant deferral / active EE | $4,800 | $6,272-23.5% | $5,540-13.4% | $6,507-26.2% |
| Admin fee / account holder | $1,455 | $16,786-91.3% | $14,329-89.8% | $12,624-88.5% |