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 | $132,595 | $172,478-23.1% | $145,661-9.0% | $142,382-6.9% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.2%+8.5pp | 80.1%+5.6pp |
| Annual return | 3.67% | 151.09%-147.4pp | 101.46%-97.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $3,650 | $4,899-25.5% | $4,238-13.9% | $4,299-15.1% |
| Participant deferral / active EE | $10,044 | $8,348+20.3% | $7,198+39.5% | $6,507+54.3% |
| Admin fee / account holder | $7,837 | $16,864-53.5% | $12,466-37.1% | $12,624-37.9% |