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 | $116,263 | $135,952-14.5% | $123,892-6.2% | $273,961-57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.74% | 56.63%-54.9pp | 47.52%-45.8pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,531 | $5,170-70.4% | $4,617-66.8% | $4,869-68.6% |
| Participant deferral / active EE | $8,851 | $6,343+39.5% | $5,984+47.9% | $5,287+67.4% |
| Admin fee / account holder | $1,642 | $9,817-83.3% | $8,357-80.4% | $10,132-83.8% |