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 | $226,424 | $165,335+36.9% | $149,696+51.3% | $158,922+42.5% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 6.90% | 348.15%-341.3pp | 276.60%-269.7pp | 302.83%-295.9pp |
| Employer contribution / active EE | $8,417 | $5,103+64.9% | $4,644+81.2% | $4,761+76.8% |
| Participant deferral / active EE | $7,346 | $7,181+2.3% | $6,842+7.4% | $5,982+22.8% |
| Admin fee / account holder | $8,842 | $10,807-18.2% | $9,309-5.0% | $11,246-21.4% |