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 | $101,668 | $159,602-36.3% | $150,045-32.2% | $142,382-28.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 9.04% | 70.24%-61.2pp | 62.55%-53.5pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,073 | $4,961-38.1% | $4,693-34.5% | $4,299-28.5% |
| Participant deferral / active EE | $4,339 | $8,310-47.8% | $7,997-45.7% | $6,507-33.3% |
| Admin fee / account holder | $182,490 | $14,846+1129.2% | $13,435+1258.3% | $12,624+1345.6% |