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 | $112,669 | $111,814+0.8% | $103,374+9.0% | $145,959-22.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.99% | 24.77%-16.8pp | 24.89%-16.9pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,029 | $4,214-51.9% | $3,869-47.6% | $4,661-56.5% |
| Participant deferral / active EE | $16,731 | $5,618+197.8% | $5,058+230.8% | $6,689+150.1% |
| Admin fee / account holder | $2,082 | $9,754-78.7% | $8,394-75.2% | $13,398-84.5% |