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 | $118,911 | $104,974+13.3% | $95,585+24.4% | $142,382-16.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 5.79% | 210.33%-204.5pp | 38.56%-32.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $2,126 | $2,779-23.5% | $2,527-15.9% | $4,299-50.6% |
| Participant deferral / active EE | $3,495 | $4,352-19.7% | $4,023-13.1% | $6,507-46.3% |
| Admin fee / account holder | $1,560 | $6,386-75.6% | $6,127-74.5% | $12,624-87.6% |