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 | $203,052 | $175,202+15.9% | $149,673+35.7% | $139,434+45.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 8.76% | 166.71%-157.9pp | 134.42%-125.7pp | 372.94%-364.2pp |
| Employer contribution / active EE | $4,316 | $5,474-21.2% | $4,818-10.4% | $4,751-9.1% |
| Participant deferral / active EE | $2,995 | $6,519-54.0% | $5,680-47.3% | $6,710-55.4% |
| Admin fee / account holder | $942 | $16,150-94.2% | $13,210-92.9% | $11,403-91.7% |