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 | $169,179 | $165,335+2.3% | $149,696+13.0% | $158,922+6.5% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 4.01% | 348.15%-344.1pp | 276.60%-272.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $3,276 | $5,103-35.8% | $4,644-29.5% | $4,761-31.2% |
| Participant deferral / active EE | $4,935 | $7,181-31.3% | $6,842-27.9% | $5,982-17.5% |
| Admin fee / account holder | $20,351 | $10,807+88.3% | $9,309+118.6% | $11,246+81.0% |