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 | $116,313 | $107,334+8.4% | $92,893+25.2% | $152,861-23.9% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 4.18% | 145.58%-141.4pp | 109.41%-105.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $4,502 | $4,221+6.7% | $3,653+23.2% | $4,762-5.5% |
| Participant deferral / active EE | $7,544 | $4,845+55.7% | $4,236+78.1% | $5,850+29.0% |
| Admin fee / account holder | $2,002 | $7,079-71.7% | $5,794-65.5% | $11,596-82.7% |