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 | $101,512 | $127,386-20.3% | $115,037-11.8% | $125,391-19.0% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -3.89% | 31.28%-35.2pp | 26.14%-30.0pp | 282.22%-286.1pp |
| Employer contribution / active EE | $9,239 | $5,166+78.8% | $4,608+100.5% | $4,866+89.9% |
| Participant deferral / active EE | $7,358 | $6,423+14.6% | $6,026+22.1% | $5,352+37.5% |
| Admin fee / account holder | $3,073 | $9,516-67.7% | $8,175-62.4% | $9,540-67.8% |