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 | $96,402 | $114,381-15.7% | $107,525-10.3% | $142,382-32.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 10.89% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $7,623 | $4,015+89.9% | $3,754+103.1% | $4,299+77.3% |
| Participant deferral / active EE | $2,758 | $5,564-50.4% | $5,116-46.1% | $6,507-57.6% |
| Admin fee / account holder | $975 | $9,860-90.1% | $8,919-89.1% | $12,624-92.3% |