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 | $87,202 | $159,602-45.4% | $150,045-41.9% | $142,382-38.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 8.19% | 70.24%-62.0pp | 62.55%-54.4pp | 217.08%-208.9pp |
| Employer contribution / active EE | $3,710 | $4,961-25.2% | $4,693-20.9% | $4,299-13.7% |
| Participant deferral / active EE | $7,671 | $8,310-7.7% | $7,997-4.1% | $6,507+17.9% |
| Admin fee / account holder | $26,591 | $14,846+79.1% | $13,435+97.9% | $12,624+110.6% |