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 | $92,388 | $177,572-48.0% | $154,803-40.3% | $142,382-35.1% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 9.43% | 65.07%-55.6pp | 58.88%-49.5pp | 217.08%-207.6pp |
| Employer contribution / active EE | $5,971 | $4,810+24.1% | $4,305+38.7% | $4,299+38.9% |
| Participant deferral / active EE | $5,614 | $6,272-10.5% | $5,540+1.3% | $6,507-13.7% |
| Admin fee / account holder | $1,404 | $16,786-91.6% | $14,329-90.2% | $12,624-88.9% |