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 | $159,945 | $115,882+38.0% | $100,516+59.1% | $158,922+0.6% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 5.81% | 34.79%-29.0pp | 30.89%-25.1pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,907 | $4,103-53.5% | $3,418-44.2% | $4,761-60.0% |
| Participant deferral / active EE | $7,604 | $6,674+13.9% | $6,270+21.3% | $5,982+27.1% |
| Admin fee / account holder | $2,222 | $10,995-79.8% | $8,081-72.5% | $11,246-80.2% |