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 | $177,572-4.0% | $154,803+10.1% | $142,382+19.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 6.75% | 65.07%-58.3pp | 58.88%-52.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $2,750 | $4,810-42.8% | $4,305-36.1% | $4,299-36.0% |
| Participant deferral / active EE | $6,078 | $6,272-3.1% | $5,540+9.7% | $6,507-6.6% |
| Admin fee / account holder | $1,353 | $16,786-91.9% | $14,329-90.6% | $12,624-89.3% |