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 | $91,498 | $105,181-13.0% | $159,436-42.6% | $85,850+6.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.8%+9.5pp | 69.3%+23.0pp |
| Annual return | 11.13% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.4pp |
| Employer contribution / active EE | $6,184 | $3,318+86.4% | $4,829+28.0% | $2,565+141.1% |
| Participant deferral / active EE | $3,097 | $5,945-47.9% | $7,352-57.9% | $3,952-21.6% |
| Admin fee / account holder | $699 | $6,933-89.9% | $10,799-93.5% | $6,260-88.8% |