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 | $73,745 | $99,877-26.2% | $84,966-13.2% | $145,922-49.5% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.1pp |
| Annual return | 7.39% | 83.76%-76.4pp | 66.38%-59.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,886 | $3,231+20.3% | $2,727+42.5% | $4,660-16.6% |
| Participant deferral / active EE | $6,449 | $5,291+21.9% | $4,519+42.7% | $6,688-3.6% |
| Admin fee / account holder | $9,562 | $7,248+31.9% | $6,149+55.5% | $13,397-28.6% |