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 | $110,434 | $102,317+7.9% | $146,958-24.9% | $80,856+36.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 10.93% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,494 | $3,713-5.9% | $4,933-29.2% | $2,755+26.8% |
| Participant deferral / active EE | $7,872 | $6,644+18.5% | $8,070-2.5% | $4,296+83.2% |
| Admin fee / account holder | $5,534 | $7,941-30.3% | $12,998-57.4% | $6,918-20.0% |