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 | $168,091 | $108,919+54.3% | $100,391+67.4% | $145,922+15.2% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 8.33% | 57.88%-49.6pp | 49.20%-40.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,832 | $4,419-13.3% | $3,942-2.8% | $4,660-17.8% |
| Participant deferral / active EE | $7,438 | $8,445-11.9% | $8,082-8.0% | $6,688+11.2% |
| Admin fee / account holder | $2,611 | $9,689-73.0% | $7,899-66.9% | $13,397-80.5% |