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 | $95,737 | $74,888+27.8% | $71,209+34.4% | $142,382-32.8% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 11.72% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,592 | $2,854-9.2% | $2,721-4.7% | $4,299-39.7% |
| Participant deferral / active EE | $2,079 | $4,454-53.3% | $4,175-50.2% | $6,507-68.1% |
| Admin fee / account holder | $3,121 | $5,568-43.9% | $5,349-41.6% | $12,624-75.3% |