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 | $105,551 | $109,817-3.9% | $98,442+7.2% | $167,490-37.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 5.01% | 1956.69%-1951.7pp | 1492.73%-1487.7pp | 478.56%-473.6pp |
| Employer contribution / active EE | $1,999 | $3,224-38.0% | $2,960-32.4% | $4,837-58.7% |
| Participant deferral / active EE | $1,903 | $4,673-59.3% | $4,276-55.5% | $6,341-70.0% |
| Admin fee / account holder | $5,651 | $6,753-16.3% | $5,949-5.0% | $12,309-54.1% |