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 | $109,322 | $157,256-30.5% | $141,162-22.6% | $152,861-28.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.36% | 64.32%-51.0pp | 71.39%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,874 | $5,261-45.4% | $4,735-39.3% | $4,762-39.7% |
| Participant deferral / active EE | $4,143 | $7,109-41.7% | $6,709-38.2% | $5,850-29.2% |
| Admin fee / account holder | $7,747 | $12,120-36.1% | $10,261-24.5% | $11,596-33.2% |