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 | $143,337 | $154,228-7.1% | $145,433-1.4% | $137,256+4.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 7.33% | 74.59%-67.3pp | 66.58%-59.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $2,722 | $4,804-43.3% | $4,554-40.2% | $4,156-34.5% |
| Participant deferral / active EE | $5,397 | $8,216-34.3% | $7,897-31.7% | $6,407-15.8% |
| Admin fee / account holder | $39,015 | $14,344+172.0% | $13,129+197.2% | $12,270+218.0% |