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 | $199,761 | $106,515+87.5% | $96,683+106.6% | $139,434+43.3% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 6.69% | 38.43%-31.7pp | 35.69%-29.0pp | 372.94%-366.3pp |
| Employer contribution / active EE | $1,754 | $4,103-57.2% | $3,737-53.0% | $4,751-63.1% |
| Participant deferral / active EE | $11,637 | $5,454+113.4% | $4,878+138.5% | $6,710+73.4% |
| Admin fee / account holder | $5,155 | $7,877-34.5% | $6,730-23.4% | $11,403-54.8% |