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 | $117,357 | $86,286+36.0% | $111,297+5.4% | $85,850+36.7% |
| Participation rate | 81.8% | 73.3%+8.5pp | 77.3%+4.5pp | 69.3%+12.5pp |
| Annual return | 10.35% | 19.99%-9.6pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $3,226 | $2,043+57.9% | $2,731+18.1% | $2,565+25.8% |
| Participant deferral / active EE | $4,884 | $3,641+34.1% | $4,487+8.8% | $3,952+23.6% |
| Admin fee / account holder | $1,062 | $8,188-87.0% | $7,964-86.7% | $6,260-83.0% |