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 | $136,769 | $159,602-14.3% | $150,045-8.8% | $142,382-3.9% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 10.42% | 70.24%-59.8pp | 62.55%-52.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $5,197 | $4,961+4.8% | $4,693+10.7% | $4,299+20.9% |
| Participant deferral / active EE | $8,440 | $8,310+1.6% | $7,997+5.5% | $6,507+29.7% |
| Admin fee / account holder | $22,021 | $14,846+48.3% | $13,435+63.9% | $12,624+74.4% |