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 | $135,477 | $162,781-16.8% | $133,956+1.1% | $158,922-14.8% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 3.62% | 41.94%-38.3pp | 45.09%-41.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $10,410 | $4,975+109.2% | $3,919+165.6% | $4,761+118.6% |
| Participant deferral / active EE | $7,404 | $5,911+25.3% | $5,048+46.7% | $5,982+23.8% |
| Admin fee / account holder | $489 | $11,736-95.8% | $8,927-94.5% | $11,246-95.6% |