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 | $169,123 | $162,781+3.9% | $133,956+26.3% | $158,922+6.4% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 4.95% | 41.94%-37.0pp | 45.09%-40.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $5,312 | $4,975+6.8% | $3,919+35.6% | $4,761+11.6% |
| Participant deferral / active EE | $9,519 | $5,911+61.0% | $5,048+88.6% | $5,982+59.1% |
| Admin fee / account holder | $39,724 | $11,736+238.5% | $8,927+345.0% | $11,246+253.2% |