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 | $238,700 | $175,202+36.2% | $149,673+59.5% | $139,434+71.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 10.18% | 166.71%-156.5pp | 134.42%-124.2pp | 372.94%-362.8pp |
| Employer contribution / active EE | $2,996 | $5,474-45.3% | $4,818-37.8% | $4,751-36.9% |
| Participant deferral / active EE | $7,259 | $6,519+11.4% | $5,680+27.8% | $6,710+8.2% |
| Admin fee / account holder | $6,567 | $16,150-59.3% | $13,210-50.3% | $11,403-42.4% |