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 | $132,146 | $183,519-28.0% | $155,509-15.0% | $145,922-9.4% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 3.57% | 61.17%-57.6pp | 64.67%-61.1pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,411 | $5,313-54.6% | $4,672-48.4% | $4,660-48.3% |
| Participant deferral / active EE | $11,545 | $6,462+78.6% | $5,626+105.2% | $6,688+72.6% |
| Admin fee / account holder | $42,252 | $19,313+118.8% | $15,912+165.5% | $13,397+215.4% |