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 | $153,233 | $165,984-7.7% | $164,813-7.0% | $145,922+5.0% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 7.21% | 100.03%-92.8pp | 69.93%-62.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,805 | $5,273-65.8% | $4,341-58.4% | $4,660-61.3% |
| Participant deferral / active EE | $3,680 | $6,959-47.1% | $6,031-39.0% | $6,688-45.0% |
| Admin fee / account holder | $1,681 | $16,648-89.9% | $12,690-86.8% | $13,397-87.5% |