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 | $205,074 | $162,781+26.0% | $133,956+53.1% | $158,922+29.0% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | -1.86% | 41.94%-43.8pp | 45.09%-46.9pp | 302.83%-304.7pp |
| Employer contribution / active EE | $4,605 | $4,975-7.4% | $3,919+17.5% | $4,761-3.3% |
| Participant deferral / active EE | $5,442 | $5,911-7.9% | $5,048+7.8% | $5,982-9.0% |
| Admin fee / account holder | $2,032 | $11,736-82.7% | $8,927-77.2% | $11,246-81.9% |