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 | $94,477 | $157,256-39.9% | $141,162-33.1% | $152,861-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.93% | 64.32%-53.4pp | 71.39%-60.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,444 | $5,261-72.5% | $4,735-69.5% | $4,762-69.7% |
| Participant deferral / active EE | $5,136 | $7,109-27.8% | $6,709-23.4% | $5,850-12.2% |
| Admin fee / account holder | $868 | $12,120-92.8% | $10,261-91.5% | $11,596-92.5% |