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 | $119,964 | $150,187-20.1% | $120,354-0.3% | $145,922-17.8% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 6.65% | 154.07%-147.4pp | 107.15%-100.5pp | 561.29%-554.6pp |
| Employer contribution / active EE | $5,412 | $4,348+24.5% | $3,463+56.3% | $4,660+16.2% |
| Participant deferral / active EE | $1,859 | $6,173-69.9% | $4,991-62.8% | $6,688-72.2% |
| Admin fee / account holder | $1,574 | $12,207-87.1% | $9,423-83.3% | $13,397-88.2% |