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 | $102,663 | $107,334-4.4% | $92,893+10.5% | $152,861-32.8% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 11.23% | 145.58%-134.4pp | 109.41%-98.2pp | 345.32%-334.1pp |
| Employer contribution / active EE | $1,767 | $4,221-58.1% | $3,653-51.6% | $4,762-62.9% |
| Participant deferral / active EE | $3,148 | $4,845-35.0% | $4,236-25.7% | $5,850-46.2% |
| Admin fee / account holder | $636 | $7,079-91.0% | $5,794-89.0% | $11,596-94.5% |