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 | $148,960 | $198,466-24.9% | $170,442-12.6% | $147,584+0.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.12% | 257.29%-252.2pp | 205.93%-200.8pp | 578.55%-573.4pp |
| Employer contribution / active EE | $6,633 | $6,184+7.3% | $5,433+22.1% | $4,876+36.0% |
| Participant deferral / active EE | $3,612 | $5,629-35.8% | $4,939-26.9% | $5,439-33.6% |
| Admin fee / account holder | $4,925 | $16,852-70.8% | $13,880-64.5% | $10,885-54.8% |