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 | $116,136 | $108,919+6.6% | $100,391+15.7% | $145,922-20.4% |
| Participation rate | 92.9% | 82.9%+9.9pp | 81.5%+11.4pp | 80.3%+12.6pp |
| Annual return | 7.90% | 57.88%-50.0pp | 49.20%-41.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $12,340 | $4,419+179.2% | $3,942+213.1% | $4,660+164.8% |
| Participant deferral / active EE | $11,076 | $8,445+31.2% | $8,082+37.1% | $6,688+65.6% |
| Admin fee / account holder | $4,825 | $9,689-50.2% | $7,899-38.9% | $13,397-64.0% |