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 | $85,280 | $217,402-60.8% | $185,823-54.1% | $167,490-49.1% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 7.02% | 148.36%-141.3pp | 122.05%-115.0pp | 478.56%-471.5pp |
| Employer contribution / active EE | $7,942 | $5,873+35.2% | $5,167+53.7% | $4,837+64.2% |
| Participant deferral / active EE | $8,560 | $6,356+34.7% | $5,568+53.7% | $6,341+35.0% |
| Admin fee / account holder | $2,843 | $19,811-85.7% | $16,237-82.5% | $12,309-76.9% |