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 | $112,267 | $176,056-36.2% | $159,436-29.6% | $167,490-33.0% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 9.61% | 331.75%-322.1pp | 263.57%-254.0pp | 478.56%-468.9pp |
| Employer contribution / active EE | $3,117 | $5,297-41.2% | $4,829-35.5% | $4,837-35.6% |
| Participant deferral / active EE | $6,484 | $7,750-16.3% | $7,352-11.8% | $6,341+2.2% |
| Admin fee / account holder | $6,804 | $12,554-45.8% | $10,799-37.0% | $12,309-44.7% |