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 | $148,785 | $165,335-10.0% | $149,696-0.6% | $158,922-6.4% |
| Participation rate | 95.7% | 84.6%+11.1pp | 82.5%+13.2pp | 82.0%+13.7pp |
| Annual return | 7.08% | 348.15%-341.1pp | 276.60%-269.5pp | 302.83%-295.7pp |
| Employer contribution / active EE | $4,228 | $5,103-17.1% | $4,644-9.0% | $4,761-11.2% |
| Participant deferral / active EE | $8,456 | $7,181+17.7% | $6,842+23.6% | $5,982+41.4% |
| Admin fee / account holder | $1,057 | $10,807-90.2% | $9,309-88.6% | $11,246-90.6% |