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 | $199,827 | $157,256+27.1% | $141,162+41.6% | $152,861+30.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 9.80% | 64.32%-54.5pp | 71.39%-61.6pp | 345.32%-335.5pp |
| Employer contribution / active EE | $3,309 | $5,261-37.1% | $4,735-30.1% | $4,762-30.5% |
| Participant deferral / active EE | $4,620 | $7,109-35.0% | $6,709-31.1% | $5,850-21.0% |
| Admin fee / account holder | $25,034 | $12,120+106.5% | $10,261+144.0% | $11,596+115.9% |