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 | $67,800 | $72,071-5.9% | $68,368-0.8% | $137,256-50.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 12.39% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,856 | $2,788+2.4% | $2,649+7.8% | $4,156-31.3% |
| Participant deferral / active EE | $4,319 | $4,410-2.1% | $4,123+4.8% | $6,407-32.6% |
| Admin fee / account holder | $5,208 | $5,336-2.4% | $5,150+1.1% | $12,270-57.6% |