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 | $122,916 | $142,405-13.7% | $115,157+6.7% | $152,861-19.6% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 2.76% | 41.48%-38.7pp | 35.60%-32.8pp | 345.32%-342.6pp |
| Employer contribution / active EE | $1,149 | $4,010-71.3% | $3,179-63.8% | $4,762-75.9% |
| Participant deferral / active EE | $7,143 | $5,164+38.3% | $4,168+71.4% | $5,850+22.1% |
| Admin fee / account holder | $5,186 | $8,462-38.7% | $7,088-26.8% | $11,596-55.3% |