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 | $116,565 | $165,984-29.8% | $164,813-29.3% | $145,922-20.1% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.6%+14.3pp | 80.3%+12.6pp |
| Annual return | 7.22% | 100.03%-92.8pp | 69.93%-62.7pp | 561.29%-554.1pp |
| Employer contribution / active EE | $3,544 | $5,273-32.8% | $4,341-18.4% | $4,660-23.9% |
| Participant deferral / active EE | $3,786 | $6,959-45.6% | $6,031-37.2% | $6,688-43.4% |
| Admin fee / account holder | $4,921 | $16,648-70.4% | $12,690-61.2% | $13,397-63.3% |