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 | $179,151 | $114,381+56.6% | $107,525+66.6% | $142,382+25.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 7.52% | 242.71%-235.2pp | 181.32%-173.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $5,701 | $4,015+42.0% | $3,754+51.9% | $4,299+32.6% |
| Participant deferral / active EE | $7,437 | $5,564+33.6% | $5,116+45.4% | $6,507+14.3% |
| Admin fee / account holder | $1,916 | $9,860-80.6% | $8,919-78.5% | $12,624-84.8% |