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 | $134,631 | $152,587-11.8% | $125,175+7.6% | $152,861-11.9% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 4.16% | 54.84%-50.7pp | 43.79%-39.6pp | 345.32%-341.2pp |
| Employer contribution / active EE | $2,949 | $4,946-40.4% | $3,865-23.7% | $4,762-38.1% |
| Participant deferral / active EE | $6,864 | $5,868+17.0% | $4,937+39.0% | $5,850+17.3% |
| Admin fee / account holder | $355 | $13,434-97.4% | $9,702-96.3% | $11,596-96.9% |