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 | $174,693 | $159,934+9.2% | $147,005+18.8% | $145,959+19.7% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 7.16% | 98.24%-91.1pp | 418.76%-411.6pp | 561.95%-554.8pp |
| Employer contribution / active EE | $2,684 | $5,287-49.2% | $4,934-45.6% | $4,661-42.4% |
| Participant deferral / active EE | $13,963 | $8,427+65.7% | $8,070+73.0% | $6,689+108.8% |
| Admin fee / account holder | $1,674 | $15,053-88.9% | $13,006-87.1% | $13,398-87.5% |