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 | $172,072 | $154,228+11.6% | $145,433+18.3% | $137,256+25.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 9.38% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $3,088 | $4,804-35.7% | $4,554-32.2% | $4,156-25.7% |
| Participant deferral / active EE | $9,544 | $8,216+16.2% | $7,897+20.8% | $6,407+49.0% |
| Admin fee / account holder | $49,527 | $14,344+245.3% | $13,129+277.2% | $12,270+303.6% |