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 | $161,461 | $140,588+14.8% | $123,104+31.2% | $125,391+28.8% |
| Participation rate | 85.7% | 88.2%-2.5pp | 86.8%-1.1pp | 83.2%+2.5pp |
| Annual return | -4.58% | 16.80%-21.4pp | 13.22%-17.8pp | 282.22%-286.8pp |
| Employer contribution / active EE | $2,655 | $6,041-56.0% | $5,151-48.5% | $4,866-45.4% |
| Participant deferral / active EE | $6,783 | $6,980-2.8% | $6,230+8.9% | $5,352+26.8% |
| Admin fee / account holder | $2,765 | $11,198-75.3% | $9,015-69.3% | $9,540-71.0% |