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 | $170,406 | $172,111-1.0% | $150,298+13.4% | $137,256+24.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 6.75% | 69.37%-62.6pp | 62.79%-56.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,750 | $4,636-40.7% | $4,154-33.8% | $4,156-33.8% |
| Participant deferral / active EE | $6,078 | $6,166-1.4% | $5,453+11.5% | $6,407-5.1% |
| Admin fee / account holder | $1,353 | $16,471-91.8% | $14,116-90.4% | $12,270-89.0% |