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 | $132,100 | $114,381+15.5% | $107,525+22.9% | $142,382-7.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.73% | 242.71%-234.0pp | 181.32%-172.6pp | 217.08%-208.3pp |
| Employer contribution / active EE | $892 | $4,015-77.8% | $3,754-76.2% | $4,299-79.3% |
| Participant deferral / active EE | $5,351 | $5,564-3.8% | $5,116+4.6% | $6,507-17.8% |
| Admin fee / account holder | $1,295 | $9,860-86.9% | $8,919-85.5% | $12,624-89.7% |