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 | $77,782 | $91,552-15.0% | $133,956-41.9% | $79,858-2.6% |
| Participation rate | 97.9% | 73.3%+24.6pp | 79.8%+18.1pp | 69.6%+28.3pp |
| Annual return | 10.11% | 61.85%-51.7pp | 45.09%-35.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,670 | $2,384-29.9% | $3,919-57.4% | $2,471-32.4% |
| Participant deferral / active EE | $3,606 | $3,733-3.4% | $5,048-28.6% | $3,740-3.6% |
| Admin fee / account holder | $6,770 | $6,321+7.1% | $8,927-24.2% | $5,306+27.6% |