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 | $125,380 | $135,952-7.8% | $123,892+1.2% | $273,961-54.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.51% | 56.63%-53.1pp | 47.52%-44.0pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,551 | $5,170-70.0% | $4,617-66.4% | $4,869-68.1% |
| Participant deferral / active EE | $4,450 | $6,343-29.8% | $5,984-25.6% | $5,287-15.8% |
| Admin fee / account holder | $1,312 | $9,817-86.6% | $8,357-84.3% | $10,132-87.1% |