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 | $223,858 | $201,272+11.2% | $184,203+21.5% | $145,922+53.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.96% | 29.00%-24.0pp | 28.81%-23.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,531 | $7,022-78.2% | $6,427-76.2% | $4,660-67.2% |
| Participant deferral / active EE | $6,373 | $9,806-35.0% | $9,131-30.2% | $6,688-4.7% |
| Admin fee / account holder | $2,717 | $16,364-83.4% | $13,901-80.5% | $13,397-79.7% |