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 | $107,265 | $114,381-6.2% | $107,525-0.2% | $142,382-24.7% |
| Participation rate | 95.2% | 78.1%+17.1pp | 75.1%+20.2pp | 80.1%+15.1pp |
| Annual return | 11.43% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,928 | $4,015-27.1% | $3,754-22.0% | $4,299-31.9% |
| Participant deferral / active EE | $5,905 | $5,564+6.1% | $5,116+15.4% | $6,507-9.2% |
| Admin fee / account holder | $9,057 | $9,860-8.1% | $8,919+1.5% | $12,624-28.3% |