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 | $124,318 | $157,256-20.9% | $141,162-11.9% | $152,861-18.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 11.36% | 64.32%-53.0pp | 71.39%-60.0pp | 345.32%-334.0pp |
| Employer contribution / active EE | $3,265 | $5,261-37.9% | $4,735-31.1% | $4,762-31.4% |
| Participant deferral / active EE | $6,392 | $7,109-10.1% | $6,709-4.7% | $5,850+9.3% |
| Admin fee / account holder | $858 | $12,120-92.9% | $10,261-91.6% | $11,596-92.6% |