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 | $132,698 | $178,174-25.5% | $156,181-15.0% | $137,256-3.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.82% | 84.19%-75.4pp | 64.87%-56.1pp | 220.34%-211.5pp |
| Employer contribution / active EE | $2,892 | $4,972-41.8% | $4,294-32.7% | $4,156-30.4% |
| Participant deferral / active EE | $5,201 | $6,888-24.5% | $6,132-15.2% | $6,407-18.8% |
| Admin fee / account holder | $1,435 | $17,404-91.8% | $14,586-90.2% | $12,270-88.3% |