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 | $144,816 | $91,190+58.8% | $178,490-18.9% | $79,858+81.3% |
| Participation rate | 86.2% | 69.2%+17.0pp | 81.9%+4.3pp | 69.6%+16.6pp |
| Annual return | 8.66% | 24.19%-15.5pp | 151.07%-142.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $4,059 | $3,256+24.7% | $5,011-19.0% | $2,471+64.3% |
| Participant deferral / active EE | $8,308 | $3,236+156.7% | $5,202+59.7% | $3,740+122.1% |
| Admin fee / account holder | $8,423 | $6,751+24.8% | $13,984-39.8% | $5,306+58.7% |