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 | $130,981 | $127,386+2.8% | $115,037+13.9% | $125,391+4.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.87% | 31.28%-36.1pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $6,020 | $5,166+16.5% | $4,608+30.6% | $4,866+23.7% |
| Participant deferral / active EE | $13,324 | $6,423+107.4% | $6,026+121.1% | $5,352+149.0% |
| Admin fee / account holder | $2,309 | $9,516-75.7% | $8,175-71.8% | $9,540-75.8% |