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 | $174,885 | $138,347+26.4% | $184,203-5.1% | $80,856+116.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.57% | 20.02%-10.4pp | 28.81%-19.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,867 | $4,850-61.5% | $6,427-71.0% | $2,755-32.2% |
| Participant deferral / active EE | $4,350 | $7,071-38.5% | $9,131-52.4% | $4,296+1.3% |
| Admin fee / account holder | $5,548 | $10,483-47.1% | $13,901-60.1% | $6,918-19.8% |