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 | $143,944 | $148,534-3.1% | $135,903+5.9% | $139,434+3.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 10.22% | 79.19%-69.0pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $4,054 | $5,243-22.7% | $4,856-16.5% | $4,751-14.7% |
| Participant deferral / active EE | $9,282 | $8,100+14.6% | $7,758+19.6% | $6,710+38.3% |
| Admin fee / account holder | $6,154 | $12,400-50.4% | $10,762-42.8% | $11,403-46.0% |