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 | $135,843 | $152,587-11.0% | $125,175+8.5% | $152,861-11.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 5.45% | 54.84%-49.4pp | 43.79%-38.3pp | 345.32%-339.9pp |
| Employer contribution / active EE | $3,000 | $4,946-39.3% | $3,865-22.4% | $4,762-37.0% |
| Participant deferral / active EE | $4,085 | $5,868-30.4% | $4,937-17.3% | $5,850-30.2% |
| Admin fee / account holder | $970 | $13,434-92.8% | $9,702-90.0% | $11,596-91.6% |