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 | $212,278 | $153,772+38.0% | $133,980+58.4% | $273,961-22.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.36% | 36.51%-37.9pp | 29.30%-30.7pp | 41.45%-42.8pp |
| Employer contribution / active EE | $35,000 | $6,029+480.5% | $5,211+571.6% | $4,869+618.9% |
| Participant deferral / active EE | $21,000 | $6,958+201.8% | $6,282+234.3% | $5,287+297.2% |
| Admin fee / account holder | $7,824 | $11,765-33.5% | $9,324-16.1% | $10,132-22.8% |