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 | $114,761 | $124,425-7.8% | $112,040+2.4% | $137,256-16.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.64% | 24.72%-18.1pp | 24.52%-17.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,019 | $3,411-40.8% | $2,954-31.7% | $4,156-51.4% |
| Participant deferral / active EE | $10,612 | $5,718+85.6% | $5,098+108.2% | $6,407+65.6% |
| Admin fee / account holder | $714 | $15,207-95.3% | $12,098-94.1% | $12,270-94.2% |