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 | $146,326 | $175,202-16.5% | $149,673-2.2% | $139,434+4.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 6.37% | 166.71%-160.3pp | 134.42%-128.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $2,250 | $5,474-58.9% | $4,818-53.3% | $4,751-52.6% |
| Participant deferral / active EE | $4,359 | $6,519-33.1% | $5,680-23.3% | $6,710-35.0% |
| Admin fee / account holder | $116,876 | $16,150+623.7% | $13,210+784.8% | $11,403+925.0% |