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 | $123,299 | $148,534-17.0% | $135,903-9.3% | $139,434-11.6% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 7.42% | 79.19%-71.8pp | 68.23%-60.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,283 | $5,243-56.4% | $4,856-53.0% | $4,751-51.9% |
| Participant deferral / active EE | $6,980 | $8,100-13.8% | $7,758-10.0% | $6,710+4.0% |
| Admin fee / account holder | $979 | $12,400-92.1% | $10,762-90.9% | $11,403-91.4% |