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 | $110,911 | $107,334+3.3% | $92,893+19.4% | $152,861-27.4% |
| Participation rate | 70.8% | 79.8%-9.0pp | 76.0%-5.2pp | 82.4%-11.6pp |
| Annual return | 4.21% | 145.58%-141.4pp | 109.41%-105.2pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,871 | $4,221-55.7% | $3,653-48.8% | $4,762-60.7% |
| Participant deferral / active EE | $5,503 | $4,845+13.6% | $4,236+29.9% | $5,850-5.9% |
| Admin fee / account holder | $1,384 | $7,079-80.5% | $5,794-76.1% | $11,596-88.1% |