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 | $209,079 | $201,272+3.9% | $184,203+13.5% | $145,922+43.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 5.47% | 29.00%-23.5pp | 28.81%-23.3pp | 561.29%-555.8pp |
| Employer contribution / active EE | $3,000 | $7,022-57.3% | $6,427-53.3% | $4,660-35.6% |
| Participant deferral / active EE | $9,711 | $9,806-1.0% | $9,131+6.4% | $6,688+45.2% |
| Admin fee / account holder | $13,263 | $16,364-19.0% | $13,901-4.6% | $13,397-1.0% |