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 | $98,816 | $183,963-46.3% | $162,163-39.1% | $152,861-35.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 11.02% | 150.76%-139.7pp | 115.59%-104.6pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,957 | $6,371-53.6% | $5,614-47.3% | $4,762-37.9% |
| Participant deferral / active EE | $6,747 | $8,034-16.0% | $7,298-7.6% | $5,850+15.3% |
| Admin fee / account holder | $367 | $13,121-97.2% | $10,843-96.6% | $11,596-96.8% |