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 | $146,679 | $159,901-8.3% | $146,958-0.2% | $145,922+0.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 6.20% | 98.13%-91.9pp | 418.34%-412.1pp | 561.29%-555.1pp |
| Employer contribution / active EE | $3,308 | $5,286-37.4% | $4,933-32.9% | $4,660-29.0% |
| Participant deferral / active EE | $6,270 | $8,428-25.6% | $8,070-22.3% | $6,688-6.2% |
| Admin fee / account holder | $2,853 | $15,044-81.0% | $12,998-78.1% | $13,397-78.7% |