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 | $106,034 | $106,515-0.5% | $96,683+9.7% | $139,434-24.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.31% | 38.43%-33.1pp | 35.69%-30.4pp | 372.94%-367.6pp |
| Employer contribution / active EE | $3,244 | $4,103-20.9% | $3,737-13.2% | $4,751-31.7% |
| Participant deferral / active EE | $12,976 | $5,454+137.9% | $4,878+166.0% | $6,710+93.4% |
| Admin fee / account holder | $6,423 | $7,877-18.5% | $6,730-4.6% | $11,403-43.7% |