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 | $147,346 | $183,592-19.7% | $155,567-5.3% | $145,959+1.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.01% | 61.24%-54.2pp | 64.74%-57.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $2,536 | $5,315-52.3% | $4,674-45.8% | $4,661-45.6% |
| Participant deferral / active EE | $3,890 | $6,464-39.8% | $5,628-30.9% | $6,689-41.8% |
| Admin fee / account holder | $1,227 | $19,318-93.6% | $15,916-92.3% | $13,398-90.8% |