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 | $135,976 | $103,376+31.5% | $87,100+56.1% | $152,861-11.0% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 3.76% | 28.10%-24.3pp | 28.19%-24.4pp | 345.32%-341.6pp |
| Employer contribution / active EE | $3,542 | $3,220+10.0% | $2,521+40.5% | $4,762-25.6% |
| Participant deferral / active EE | $3,531 | $4,778-26.1% | $4,049-12.8% | $5,850-39.6% |
| Admin fee / account holder | $1,451 | $12,205-88.1% | $7,497-80.6% | $11,596-87.5% |