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 | $184,021 | $165,335+11.3% | $149,696+22.9% | $158,922+15.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.93% | 348.15%-353.1pp | 276.60%-281.5pp | 302.83%-307.8pp |
| Employer contribution / active EE | $3,529 | $5,103-30.8% | $4,644-24.0% | $4,761-25.9% |
| Participant deferral / active EE | $6,650 | $7,181-7.4% | $6,842-2.8% | $5,982+11.2% |
| Admin fee / account holder | $14,924 | $10,807+38.1% | $9,309+60.3% | $11,246+32.7% |