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 | $113,693 | $111,535+1.9% | $105,223+8.0% | $137,256-17.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.74% | 237.85%-232.1pp | 180.65%-174.9pp | 220.34%-214.6pp |
| Employer contribution / active EE | $2,488 | $3,939-36.8% | $3,689-32.5% | $4,156-40.1% |
| Participant deferral / active EE | $8,422 | $5,500+53.1% | $5,072+66.1% | $6,407+31.5% |
| Admin fee / account holder | $333 | $9,721-96.6% | $8,859-96.2% | $12,270-97.3% |