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 | $134,514 | $165,335-18.6% | $149,696-10.1% | $158,922-15.4% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | -9.46% | 348.15%-357.6pp | 276.60%-286.1pp | 302.83%-312.3pp |
| Employer contribution / active EE | $5,503 | $5,103+7.8% | $4,644+18.5% | $4,761+15.6% |
| Participant deferral / active EE | $14,232 | $7,181+98.2% | $6,842+108.0% | $5,982+137.9% |
| Admin fee / account holder | $13,520 | $10,807+25.1% | $9,309+45.2% | $11,246+20.2% |