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 | $96,001 | $103,376-7.1% | $87,100+10.2% | $152,861-37.2% |
| Participation rate | 89.5% | 79.3%+10.1pp | 76.9%+12.6pp | 82.4%+7.0pp |
| Annual return | 8.87% | 28.10%-19.2pp | 28.19%-19.3pp | 345.32%-336.5pp |
| Employer contribution / active EE | $1,815 | $3,220-43.6% | $2,521-28.0% | $4,762-61.9% |
| Participant deferral / active EE | $5,269 | $4,778+10.3% | $4,049+30.2% | $5,850-9.9% |
| Admin fee / account holder | $3,306 | $12,205-72.9% | $7,497-55.9% | $11,596-71.5% |