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 | $103,005 | $103,376-0.4% | $87,100+18.3% | $152,861-32.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 1.00% | 28.10%-27.1pp | 28.19%-27.2pp | 345.32%-344.3pp |
| Employer contribution / active EE | $4,118 | $3,220+27.9% | $2,521+63.3% | $4,762-13.5% |
| Participant deferral / active EE | $3,988 | $4,778-16.5% | $4,049-1.5% | $5,850-31.8% |
| Admin fee / account holder | $2,280 | $12,205-81.3% | $7,497-69.6% | $11,596-80.3% |