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 | $238,971 | $197,591+20.9% | $177,821+34.4% | $158,922+50.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 2.63% | 58.76%-56.1pp | 48.32%-45.7pp | 302.83%-300.2pp |
| Employer contribution / active EE | $6,636 | $6,697-0.9% | $5,918+12.1% | $4,761+39.4% |
| Participant deferral / active EE | $9,580 | $8,405+14.0% | $7,714+24.2% | $5,982+60.1% |
| Admin fee / account holder | $1,735 | $15,399-88.7% | $12,427-86.0% | $11,246-84.6% |