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 | $239,939 | $181,894+31.9% | $156,549+53.3% | $273,961-12.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -3.37% | 30.74%-34.1pp | 32.23%-35.6pp | 41.45%-44.8pp |
| Employer contribution / active EE | $8,394 | $6,248+34.3% | $5,501+52.6% | $4,869+72.4% |
| Participant deferral / active EE | $4,584 | $5,550-17.4% | $4,871-5.9% | $5,287-13.3% |
| Admin fee / account holder | $1,135 | $15,559-92.7% | $13,027-91.3% | $10,132-88.8% |