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 | $162,645 | $165,335-1.6% | $149,696+8.7% | $158,922+2.3% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 6.97% | 348.15%-341.2pp | 276.60%-269.6pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,878 | $5,103-63.2% | $4,644-59.6% | $4,761-60.5% |
| Participant deferral / active EE | $4,808 | $7,181-33.1% | $6,842-29.7% | $5,982-19.6% |
| Admin fee / account holder | $3,577 | $10,807-66.9% | $9,309-61.6% | $11,246-68.2% |