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 | $123,366 | $209,832-41.2% | $189,513-34.9% | $167,490-26.3% |
| Participation rate | 89.5% | 88.7%+0.8pp | 87.8%+1.7pp | 82.1%+7.4pp |
| Annual return | 6.86% | 748.27%-741.4pp | 555.15%-548.3pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,938 | $6,914-72.0% | $6,162-68.5% | $4,837-59.9% |
| Participant deferral / active EE | $5,370 | $8,935-39.9% | $8,221-34.7% | $6,341-15.3% |
| Admin fee / account holder | $10,631 | $14,293-25.6% | $12,045-11.7% | $12,309-13.6% |