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 | $128,001 | $117,841+8.6% | $102,423+25.0% | $145,922-12.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 6.28% | 31.65%-25.4pp | 29.32%-23.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $2,503 | $3,615-30.8% | $3,023-17.2% | $4,660-46.3% |
| Participant deferral / active EE | $6,308 | $5,731+10.1% | $5,053+24.8% | $6,688-5.7% |
| Admin fee / account holder | $1,340 | $13,326-89.9% | $9,451-85.8% | $13,397-90.0% |