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 | $114,381+5.5% | $107,525+12.2% | $142,382-15.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 5.05% | 242.71%-237.7pp | 181.32%-176.3pp | 217.08%-212.0pp |
| Employer contribution / active EE | $2,306 | $4,015-42.6% | $3,754-38.6% | $4,299-46.4% |
| Participant deferral / active EE | $5,850 | $5,564+5.1% | $5,116+14.3% | $6,507-10.1% |
| Admin fee / account holder | $141,702 | $9,860+1337.1% | $8,919+1488.8% | $12,624+1022.5% |