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 | $227,852 | $228,332-0.2% | $185,823+22.6% | $158,922+43.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.49% | 40.80%-38.3pp | 35.95%-33.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $1,253 | $4,967-74.8% | $4,087-69.3% | $4,761-73.7% |
| Participant deferral / active EE | $5,637 | $6,415-12.1% | $5,632+0.1% | $5,982-5.8% |
| Admin fee / account holder | $521 | $11,864-95.6% | $9,500-94.5% | $11,246-95.4% |