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 | $167,918 | $165,335+1.6% | $149,696+12.2% | $158,922+5.7% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 6.65% | 348.15%-341.5pp | 276.60%-269.9pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,103 | $5,103-58.8% | $4,644-54.7% | $4,761-55.8% |
| Participant deferral / active EE | $3,146 | $7,181-56.2% | $6,842-54.0% | $5,982-47.4% |
| Admin fee / account holder | $64,862 | $10,807+500.2% | $9,309+596.8% | $11,246+476.8% |