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 | $134,664 | $111,754+20.5% | $103,333+30.3% | $145,922-7.7% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 8.82% | 24.77%-15.9pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,545 | $4,212-39.6% | $3,868-34.2% | $4,660-45.4% |
| Participant deferral / active EE | $4,965 | $5,619-11.6% | $5,057-1.8% | $6,688-25.8% |
| Admin fee / account holder | $5,530 | $9,750-43.3% | $8,355-33.8% | $13,397-58.7% |