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 | $120,646 | $111,535+8.2% | $105,223+14.7% | $137,256-12.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 5.05% | 237.85%-232.8pp | 180.65%-175.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $2,306 | $3,939-41.5% | $3,689-37.5% | $4,156-44.5% |
| Participant deferral / active EE | $5,850 | $5,500+6.4% | $5,072+15.3% | $6,407-8.7% |
| Admin fee / account holder | $141,702 | $9,721+1357.6% | $8,859+1499.6% | $12,270+1054.9% |