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 | $139,539 | $176,056-20.7% | $159,436-12.5% | $167,490-16.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.00% | 331.75%-323.7pp | 263.57%-255.6pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,704 | $5,297-67.8% | $4,829-64.7% | $4,837-64.8% |
| Participant deferral / active EE | $7,239 | $7,750-6.6% | $7,352-1.5% | $6,341+14.1% |
| Admin fee / account holder | $5,632 | $12,554-55.1% | $10,799-47.8% | $12,309-54.2% |