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 | $78,984 | $89,753-12.0% | $107,525-26.5% | $84,808-6.9% |
| Participation rate | 79.1% | 68.1%+11.0pp | 75.1%+4.0pp | 68.3%+10.8pp |
| Annual return | 11.97% | 29.48%-17.5pp | 181.32%-169.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,220 | $3,113-28.7% | $3,754-40.8% | $2,631-15.6% |
| Participant deferral / active EE | $5,023 | $4,056+23.8% | $5,116-1.8% | $4,212+19.3% |
| Admin fee / account holder | $1,699 | $7,222-76.5% | $8,919-81.0% | $7,344-76.9% |