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 | $193,045 | $183,519+5.2% | $155,509+24.1% | $145,922+32.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 8.06% | 61.17%-53.1pp | 64.67%-56.6pp | 561.29%-553.2pp |
| Employer contribution / active EE | $1,398 | $5,313-73.7% | $4,672-70.1% | $4,660-70.0% |
| Participant deferral / active EE | $7,080 | $6,462+9.6% | $5,626+25.8% | $6,688+5.9% |
| Admin fee / account holder | $269,459 | $19,313+1295.2% | $15,912+1593.4% | $13,397+1911.3% |