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 | $108,907 | $106,515+2.2% | $96,683+12.6% | $139,434-21.9% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 4.67% | 38.43%-33.8pp | 35.69%-31.0pp | 372.94%-368.3pp |
| Employer contribution / active EE | $1,531 | $4,103-62.7% | $3,737-59.0% | $4,751-67.8% |
| Participant deferral / active EE | $7,015 | $5,454+28.6% | $4,878+43.8% | $6,710+4.5% |
| Admin fee / account holder | $574 | $7,877-92.7% | $6,730-91.5% | $11,403-95.0% |