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 7-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 | $112,693 | $111,754+0.8% | $103,333+9.1% | $145,922-22.8% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 3.47% | 24.77%-21.3pp | 24.88%-21.4pp | 561.29%-557.8pp |
| Employer contribution / active EE | $1,143 | $4,212-72.9% | $3,868-70.5% | $4,660-75.5% |
| Participant deferral / active EE | $1,604 | $5,619-71.5% | $5,057-68.3% | $6,688-76.0% |
| Admin fee / account holder | $4,129 | $9,750-57.7% | $8,355-50.6% | $13,397-69.2% |