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 | $119,512 | $159,602-25.1% | $150,045-20.3% | $142,382-16.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 6.19% | 70.24%-64.0pp | 62.55%-56.4pp | 217.08%-210.9pp |
| Employer contribution / active EE | $9,871 | $4,961+99.0% | $4,693+110.3% | $4,299+129.6% |
| Participant deferral / active EE | $2,685 | $8,310-67.7% | $7,997-66.4% | $6,507-58.7% |
| Admin fee / account holder | $115,495 | $14,846+677.9% | $13,435+759.7% | $12,624+814.9% |