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 | $171,886 | $74,888+129.5% | $71,209+141.4% | $142,382+20.7% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.8%+17.6pp | 80.1%+11.2pp |
| Annual return | 11.47% | 345.14%-333.7pp | 282.51%-271.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $7,788 | $2,854+172.9% | $2,721+186.2% | $4,299+81.2% |
| Participant deferral / active EE | $3,659 | $4,454-17.9% | $4,175-12.4% | $6,507-43.8% |
| Admin fee / account holder | $6,753 | $5,568+21.3% | $5,349+26.3% | $12,624-46.5% |