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 | $227,372 | $177,572+28.0% | $154,803+46.9% | $142,382+59.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.02% | 65.07%-56.1pp | 58.88%-49.9pp | 217.08%-208.1pp |
| Employer contribution / active EE | $7,324 | $4,810+52.3% | $4,305+70.1% | $4,299+70.4% |
| Participant deferral / active EE | $5,693 | $6,272-9.2% | $5,540+2.8% | $6,507-12.5% |
| Admin fee / account holder | $1,483 | $16,786-91.2% | $14,329-89.6% | $12,624-88.2% |