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 | $123,363 | $157,256-21.6% | $141,162-12.6% | $152,861-19.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 2.63% | 64.32%-61.7pp | 71.39%-68.8pp | 345.32%-342.7pp |
| Employer contribution / active EE | $4,362 | $5,261-17.1% | $4,735-7.9% | $4,762-8.4% |
| Participant deferral / active EE | $11,288 | $7,109+58.8% | $6,709+68.3% | $5,850+93.0% |
| Admin fee / account holder | $8,496 | $12,120-29.9% | $10,261-17.2% | $11,596-26.7% |