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 | $140,492 | $124,319+13.0% | $111,297+26.2% | $167,490-16.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -1.10% | 37.44%-38.5pp | 54.65%-55.7pp | 478.56%-479.7pp |
| Employer contribution / active EE | $3,154 | $3,435-8.2% | $2,731+15.5% | $4,837-34.8% |
| Participant deferral / active EE | $2,737 | $5,180-47.2% | $4,487-39.0% | $6,341-56.8% |
| Admin fee / account holder | $3,489 | $10,618-67.1% | $7,964-56.2% | $12,309-71.7% |