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 | $176,390 | $159,602+10.5% | $150,045+17.6% | $142,382+23.9% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 8.12% | 70.24%-62.1pp | 62.55%-54.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $3,450 | $4,961-30.5% | $4,693-26.5% | $4,299-19.8% |
| Participant deferral / active EE | $11,915 | $8,310+43.4% | $7,997+49.0% | $6,507+83.1% |
| Admin fee / account holder | $857 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |