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 | $132,657 | $183,519-27.7% | $155,509-14.7% | $145,922-9.1% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 7.70% | 61.17%-53.5pp | 64.67%-57.0pp | 561.29%-553.6pp |
| Employer contribution / active EE | $6,579 | $5,313+23.8% | $4,672+40.8% | $4,660+41.2% |
| Participant deferral / active EE | $6,202 | $6,462-4.0% | $5,626+10.2% | $6,688-7.3% |
| Admin fee / account holder | $1,315 | $19,313-93.2% | $15,912-91.7% | $13,397-90.2% |