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 | $245,121 | $159,602+53.6% | $150,045+63.4% | $142,382+72.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 12.20% | 70.24%-58.0pp | 62.55%-50.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,243 | $4,961-34.6% | $4,693-30.9% | $4,299-24.6% |
| Participant deferral / active EE | $10,868 | $8,310+30.8% | $7,997+35.9% | $6,507+67.0% |
| Admin fee / account holder | $37,338 | $14,846+151.5% | $13,435+177.9% | $12,624+195.8% |