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 | $110,792 | $175,202-36.8% | $149,673-26.0% | $139,434-20.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 8.21% | 166.71%-158.5pp | 134.42%-126.2pp | 372.94%-364.7pp |
| Employer contribution / active EE | $3,533 | $5,474-35.5% | $4,818-26.7% | $4,751-25.6% |
| Participant deferral / active EE | $8,552 | $6,519+31.2% | $5,680+50.6% | $6,710+27.4% |
| Admin fee / account holder | $3,360 | $16,150-79.2% | $13,210-74.6% | $11,403-70.5% |