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 | $131,875 | $111,535+18.2% | $105,223+25.3% | $137,256-3.9% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 4.82% | 237.85%-233.0pp | 180.65%-175.8pp | 220.34%-215.5pp |
| Employer contribution / active EE | $3,208 | $3,939-18.6% | $3,689-13.0% | $4,156-22.8% |
| Participant deferral / active EE | $10,933 | $5,500+98.8% | $5,072+115.6% | $6,407+70.6% |
| Admin fee / account holder | $775 | $9,721-92.0% | $8,859-91.2% | $12,270-93.7% |