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 | $107,080 | $103,376+3.6% | $87,100+22.9% | $152,861-29.9% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 8.31% | 28.10%-19.8pp | 28.19%-19.9pp | 345.32%-337.0pp |
| Employer contribution / active EE | $3,906 | $3,220+21.3% | $2,521+54.9% | $4,762-18.0% |
| Participant deferral / active EE | $1,901 | $4,778-60.2% | $4,049-53.1% | $5,850-67.5% |
| Admin fee / account holder | $18,859 | $12,205+54.5% | $7,497+151.6% | $11,596+62.6% |