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 | $102,658 | $157,256-34.7% | $141,162-27.3% | $152,861-32.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.32% | 64.32%-54.0pp | 71.39%-61.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $5,908 | $5,261+12.3% | $4,735+24.8% | $4,762+24.1% |
| Participant deferral / active EE | $12,325 | $7,109+73.4% | $6,709+83.7% | $5,850+110.7% |
| Admin fee / account holder | $1,583 | $12,120-86.9% | $10,261-84.6% | $11,596-86.3% |