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 | $106,484 | $115,882-8.1% | $100,516+5.9% | $158,922-33.0% |
| Participation rate | 93.3% | 81.6%+11.8pp | 79.4%+13.9pp | 82.0%+11.4pp |
| Annual return | 6.78% | 34.79%-28.0pp | 30.89%-24.1pp | 302.83%-296.0pp |
| Employer contribution / active EE | $4,675 | $4,103+13.9% | $3,418+36.8% | $4,761-1.8% |
| Participant deferral / active EE | $5,779 | $6,674-13.4% | $6,270-7.8% | $5,982-3.4% |
| Admin fee / account holder | $437 | $10,995-96.0% | $8,081-94.6% | $11,246-96.1% |