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 | $59,923 | $58,208+2.9% | $81,812-26.8% | $80,856-25.9% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.3%+21.0pp | 67.6%+25.7pp |
| Annual return | 10.79% | 41.66%-30.9pp | 773.79%-763.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,406 | $2,340+2.8% | $2,912-17.4% | $2,755-12.7% |
| Participant deferral / active EE | $3,876 | $3,281+18.1% | $4,319-10.3% | $4,296-9.8% |
| Admin fee / account holder | $1,840 | $4,981-63.1% | $7,386-75.1% | $6,918-73.4% |