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 | $133,977 | $157,256-14.8% | $141,162-5.1% | $152,861-12.4% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 11.37% | 64.32%-52.9pp | 71.39%-60.0pp | 345.32%-333.9pp |
| Employer contribution / active EE | $3,999 | $5,261-24.0% | $4,735-15.6% | $4,762-16.0% |
| Participant deferral / active EE | $8,016 | $7,109+12.8% | $6,709+19.5% | $5,850+37.0% |
| Admin fee / account holder | $7,225 | $12,120-40.4% | $10,261-29.6% | $11,596-37.7% |