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 | $160,361 | $100,773+59.1% | $88,946+80.3% | $142,382+12.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.17% | 70.18%-60.0pp | 57.82%-47.7pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,726 | $2,918-6.6% | $2,555+6.7% | $4,299-36.6% |
| Participant deferral / active EE | $4,770 | $5,230-8.8% | $4,581+4.1% | $6,507-26.7% |
| Admin fee / account holder | $2,598 | $9,693-73.2% | $8,261-68.6% | $12,624-79.4% |