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 | $147,343 | $114,381+28.8% | $107,525+37.0% | $142,382+3.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.82% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $4,323 | $4,015+7.7% | $3,754+15.2% | $4,299+0.5% |
| Participant deferral / active EE | $2,969 | $5,564-46.6% | $5,116-42.0% | $6,507-54.4% |
| Admin fee / account holder | $3,349 | $9,860-66.0% | $8,919-62.4% | $12,624-73.5% |