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 | $160,129 | $166,020-3.5% | $164,866-2.9% | $145,959+9.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.63% | 100.08%-91.5pp | 69.97%-61.3pp | 561.95%-553.3pp |
| Employer contribution / active EE | $3,285 | $5,275-37.7% | $4,343-24.4% | $4,661-29.5% |
| Participant deferral / active EE | $7,499 | $6,961+7.7% | $6,033+24.3% | $6,689+12.1% |
| Admin fee / account holder | $23,335 | $16,644+40.2% | $12,689+83.9% | $13,398+74.2% |