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 | $106,835 | $175,202-39.0% | $149,673-28.6% | $139,434-23.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 7.63% | 166.71%-159.1pp | 134.42%-126.8pp | 372.94%-365.3pp |
| Employer contribution / active EE | $3,362 | $5,474-38.6% | $4,818-30.2% | $4,751-29.2% |
| Participant deferral / active EE | $6,299 | $6,519-3.4% | $5,680+10.9% | $6,710-6.1% |
| Admin fee / account holder | $1,505 | $16,150-90.7% | $13,210-88.6% | $11,403-86.8% |