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 | $243,867 | $227,553+7.2% | $189,557+28.7% | $167,490+45.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.22% | 78.40%-74.2pp | 64.17%-59.9pp | 478.56%-474.3pp |
| Employer contribution / active EE | $1,483 | $5,316-72.1% | $4,412-66.4% | $4,837-69.4% |
| Participant deferral / active EE | $5,971 | $7,002-14.7% | $6,174-3.3% | $6,341-5.8% |
| Admin fee / account holder | $662 | $11,878-94.4% | $9,807-93.3% | $12,309-94.6% |