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 | $130,118 | $162,781-20.1% | $133,956-2.9% | $158,922-18.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.26% | 41.94%-38.7pp | 45.09%-41.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $8,432 | $4,975+69.5% | $3,919+115.2% | $4,761+77.1% |
| Participant deferral / active EE | $6,856 | $5,911+16.0% | $5,048+35.8% | $5,982+14.6% |
| Admin fee / account holder | $23,369 | $11,736+99.1% | $8,927+161.8% | $11,246+107.8% |