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 | $213,031 | $159,901+33.2% | $146,958+45.0% | $145,922+46.0% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 8.88% | 98.13%-89.3pp | 418.34%-409.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $4,612 | $5,286-12.8% | $4,933-6.5% | $4,660-1.0% |
| Participant deferral / active EE | $12,084 | $8,428+43.4% | $8,070+49.7% | $6,688+80.7% |
| Admin fee / account holder | $12,978 | $15,044-13.7% | $12,998-0.2% | $13,397-3.1% |