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 | $130,919 | $157,256-16.7% | $141,162-7.3% | $152,861-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.46% | 64.32%-59.9pp | 71.39%-66.9pp | 345.32%-340.9pp |
| Employer contribution / active EE | $2,768 | $5,261-47.4% | $4,735-41.5% | $4,762-41.9% |
| Participant deferral / active EE | $11,667 | $7,109+64.1% | $6,709+73.9% | $5,850+99.4% |
| Admin fee / account holder | $3,601 | $12,120-70.3% | $10,261-64.9% | $11,596-68.9% |