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 | $105,775 | $152,587-30.7% | $125,175-15.5% | $152,861-30.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.38% | 54.84%-54.5pp | 43.79%-43.4pp | 345.32%-344.9pp |
| Employer contribution / active EE | $2,612 | $4,946-47.2% | $3,865-32.4% | $4,762-45.2% |
| Participant deferral / active EE | $6,938 | $5,868+18.2% | $4,937+40.5% | $5,850+18.6% |
| Admin fee / account holder | $1,912 | $13,434-85.8% | $9,702-80.3% | $11,596-83.5% |