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 | $93,312 | $148,534-37.2% | $135,903-31.3% | $139,434-33.1% |
| Participation rate | 90.5% | 83.9%+6.6pp | 81.9%+8.6pp | 80.3%+10.2pp |
| Annual return | 10.94% | 79.19%-68.2pp | 68.23%-57.3pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,454 | $5,243-53.2% | $4,856-49.5% | $4,751-48.3% |
| Participant deferral / active EE | $3,939 | $8,100-51.4% | $7,758-49.2% | $6,710-41.3% |
| Admin fee / account holder | $2,827 | $12,400-77.2% | $10,762-73.7% | $11,403-75.2% |