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 | $121,690 | $114,381+6.4% | $107,525+13.2% | $142,382-14.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.37% | 242.71%-238.3pp | 181.32%-177.0pp | 217.08%-212.7pp |
| Employer contribution / active EE | $6,704 | $4,015+67.0% | $3,754+78.6% | $4,299+55.9% |
| Participant deferral / active EE | $2,093 | $5,564-62.4% | $5,116-59.1% | $6,507-67.8% |
| Admin fee / account holder | $643 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |