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 | $212,079 | $183,519+15.6% | $155,509+36.4% | $145,922+45.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.32% | 61.17%-52.8pp | 64.67%-56.3pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,396 | $5,313-54.9% | $4,672-48.7% | $4,660-48.6% |
| Participant deferral / active EE | $7,521 | $6,462+16.4% | $5,626+33.7% | $6,688+12.5% |
| Admin fee / account holder | $1,625 | $19,313-91.6% | $15,912-89.8% | $13,397-87.9% |