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 | $100,301 | $114,381-12.3% | $107,525-6.7% | $142,382-29.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 6.64% | 242.71%-236.1pp | 181.32%-174.7pp | 217.08%-210.4pp |
| Employer contribution / active EE | $1,738 | $4,015-56.7% | $3,754-53.7% | $4,299-59.6% |
| Participant deferral / active EE | $4,096 | $5,564-26.4% | $5,116-19.9% | $6,507-37.1% |
| Admin fee / account holder | $14,313 | $9,860+45.2% | $8,919+60.5% | $12,624+13.4% |