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 | $155,623 | $197,591-21.2% | $177,821-12.5% | $158,922-2.1% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 4.90% | 58.76%-53.9pp | 48.32%-43.4pp | 302.83%-297.9pp |
| Employer contribution / active EE | $4,976 | $6,697-25.7% | $5,918-15.9% | $4,761+4.5% |
| Participant deferral / active EE | $4,976 | $8,405-40.8% | $7,714-35.5% | $5,982-16.8% |
| Admin fee / account holder | $1,386 | $15,399-91.0% | $12,427-88.8% | $11,246-87.7% |