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 | $147,336 | $185,822-20.7% | $169,993-13.3% | $139,434+5.7% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 10.78% | 60.50%-49.7pp | 53.37%-42.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,304 | $7,590-69.6% | $6,785-66.0% | $4,751-51.5% |
| Participant deferral / active EE | $5,303 | $11,622-54.4% | $10,408-49.0% | $6,710-21.0% |
| Admin fee / account holder | $10,380 | $15,381-32.5% | $12,815-19.0% | $11,403-9.0% |