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 | $163,193 | $178,174-8.4% | $156,181+4.5% | $137,256+18.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.95% | 84.19%-77.2pp | 64.87%-57.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $8,000 | $4,972+60.9% | $4,294+86.3% | $4,156+92.5% |
| Participant deferral / active EE | $6,320 | $6,888-8.2% | $6,132+3.1% | $6,407-1.4% |
| Admin fee / account holder | $1,325 | $17,404-92.4% | $14,586-90.9% | $12,270-89.2% |