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 | $41,381 | $178,174-76.8% | $156,181-73.5% | $137,256-69.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 7.07% | 84.19%-77.1pp | 64.87%-57.8pp | 220.34%-213.3pp |
| Employer contribution / active EE | $4,265 | $4,972-14.2% | $4,294-0.7% | $4,156+2.6% |
| Participant deferral / active EE | $11,479 | $6,888+66.7% | $6,132+87.2% | $6,407+79.2% |
| Admin fee / account holder | $121,835 | $17,404+600.0% | $14,586+735.3% | $12,270+892.9% |