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 | $37,235 | $165,984-77.6% | $164,813-77.4% | $145,922-74.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 7.77% | 100.03%-92.3pp | 69.93%-62.2pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,107 | $5,273-41.1% | $4,341-28.4% | $4,660-33.3% |
| Participant deferral / active EE | $8,858 | $6,959+27.3% | $6,031+46.9% | $6,688+32.5% |
| Admin fee / account holder | $2,977 | $16,648-82.1% | $12,690-76.5% | $13,397-77.8% |