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 | $98,725 | $111,754-11.7% | $103,333-4.5% | $145,922-32.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.83% | 24.77%-15.9pp | 24.88%-16.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,532 | $4,212+7.6% | $3,868+17.2% | $4,660-2.7% |
| Participant deferral / active EE | $8,148 | $5,619+45.0% | $5,057+61.1% | $6,688+21.8% |
| Admin fee / account holder | $17,712 | $9,750+81.7% | $8,355+112.0% | $13,397+32.2% |