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 | $157,994 | $162,781-2.9% | $133,956+17.9% | $158,922-0.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.34% | 41.94%-40.6pp | 45.09%-43.7pp | 302.83%-301.5pp |
| Employer contribution / active EE | $4,163 | $4,975-16.3% | $3,919+6.2% | $4,761-12.6% |
| Participant deferral / active EE | $8,499 | $5,911+43.8% | $5,048+68.4% | $5,982+42.1% |
| Admin fee / account holder | $5,695 | $11,736-51.5% | $8,927-36.2% | $11,246-49.4% |