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 | $127,989 | $124,281+3.0% | $109,143+17.3% | $167,490-23.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 5.84% | 26.04%-20.2pp | 25.75%-19.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $2,542 | $4,207-39.6% | $3,722-31.7% | $4,837-47.5% |
| Participant deferral / active EE | $3,537 | $5,255-32.7% | $4,653-24.0% | $6,341-44.2% |
| Admin fee / account holder | $7,684 | $7,970-3.6% | $6,752+13.8% | $12,309-37.6% |