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 | $215,214 | $177,572+21.2% | $154,803+39.0% | $142,382+51.2% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 10.25% | 65.07%-54.8pp | 58.88%-48.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $1,995 | $4,810-58.5% | $4,305-53.7% | $4,299-53.6% |
| Participant deferral / active EE | $4,422 | $6,272-29.5% | $5,540-20.2% | $6,507-32.0% |
| Admin fee / account holder | $2,182 | $16,786-87.0% | $14,329-84.8% | $12,624-82.7% |