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 | $128,435 | $105,126+22.2% | $94,646+35.7% | $139,434-7.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 5.52% | 38.03%-32.5pp | 156.71%-151.2pp | 372.94%-367.4pp |
| Employer contribution / active EE | $6,793 | $4,106+65.5% | $3,672+85.0% | $4,751+43.0% |
| Participant deferral / active EE | $12,536 | $7,599+65.0% | $7,418+69.0% | $6,710+86.8% |
| Admin fee / account holder | $4,384 | $8,984-51.2% | $7,231-39.4% | $11,403-61.6% |