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 | $68,749 | $74,888-8.2% | $71,209-3.5% | $142,382-51.7% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 11.06% | 345.14%-334.1pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,650 | $2,854+62.9% | $2,721+70.9% | $4,299+8.2% |
| Participant deferral / active EE | $4,886 | $4,454+9.7% | $4,175+17.0% | $6,507-24.9% |
| Admin fee / account holder | $4,815 | $5,568-13.5% | $5,349-10.0% | $12,624-61.9% |