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 | $102,382+7.9% | $147,005-24.9% | $80,874+36.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 10.93% | 134.89%-124.0pp | 418.76%-407.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $3,494 | $3,715-5.9% | $4,934-29.2% | $2,756+26.8% |
| Participant deferral / active EE | $7,872 | $6,646+18.4% | $8,070-2.5% | $4,297+83.2% |
| Admin fee / account holder | $5,534 | $7,942-30.3% | $13,006-57.4% | $6,935-20.2% |