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 | $107,975 | $127,065-15.0% | $113,168-4.6% | $142,382-24.2% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 9.17% | 24.03%-14.9pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,948 | $3,442-14.3% | $2,975-0.9% | $4,299-31.4% |
| Participant deferral / active EE | $5,215 | $5,716-8.8% | $5,107+2.1% | $6,507-19.9% |
| Admin fee / account holder | $27,851 | $15,736+77.0% | $12,068+130.8% | $12,624+120.6% |