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 | $114,244 | $157,256-27.4% | $141,162-19.1% | $152,861-25.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.71% | 64.32%-59.6pp | 71.39%-66.7pp | 345.32%-340.6pp |
| Employer contribution / active EE | $6,008 | $5,261+14.2% | $4,735+26.9% | $4,762+26.2% |
| Participant deferral / active EE | $8,789 | $7,109+23.6% | $6,709+31.0% | $5,850+50.2% |
| Admin fee / account holder | $3,221 | $12,120-73.4% | $10,261-68.6% | $11,596-72.2% |