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 | $84,127 | $72,071+16.7% | $68,368+23.1% | $137,256-38.7% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 9.45% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $4,757 | $2,788+70.6% | $2,649+79.6% | $4,156+14.5% |
| Participant deferral / active EE | $7,787 | $4,410+76.6% | $4,123+88.9% | $6,407+21.5% |
| Admin fee / account holder | $1,917 | $5,336-64.1% | $5,150-62.8% | $12,270-84.4% |