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 | $157,232 | $162,781-3.4% | $133,956+17.4% | $158,922-1.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.76% | 41.94%-40.2pp | 45.09%-43.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $3,333 | $4,975-33.0% | $3,919-14.9% | $4,761-30.0% |
| Participant deferral / active EE | $4,553 | $5,911-23.0% | $5,048-9.8% | $5,982-23.9% |
| Admin fee / account holder | $1,186 | $11,736-89.9% | $8,927-86.7% | $11,246-89.5% |