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 | $134,207 | $124,319+8.0% | $111,297+20.6% | $167,490-19.9% |
| Participation rate | 76.9% | 79.6%-2.7pp | 77.3%-0.4pp | 82.1%-5.2pp |
| Annual return | 5.92% | 37.44%-31.5pp | 54.65%-48.7pp | 478.56%-472.6pp |
| Employer contribution / active EE | $3,658 | $3,435+6.5% | $2,731+33.9% | $4,837-24.4% |
| Participant deferral / active EE | $8,155 | $5,180+57.4% | $4,487+81.7% | $6,341+28.6% |
| Admin fee / account holder | $60,901 | $10,618+473.6% | $7,964+664.7% | $12,309+394.8% |