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 | $101,074 | $157,256-35.7% | $141,162-28.4% | $152,861-33.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 11.38% | 64.32%-52.9pp | 71.39%-60.0pp | 345.32%-333.9pp |
| Employer contribution / active EE | $3,234 | $5,261-38.5% | $4,735-31.7% | $4,762-32.1% |
| Participant deferral / active EE | $4,896 | $7,109-31.1% | $6,709-27.0% | $5,850-16.3% |
| Admin fee / account holder | $681 | $12,120-94.4% | $10,261-93.4% | $11,596-94.1% |