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 | $105,839 | $102,604+3.2% | $86,188+22.8% | $139,434-24.1% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 7.72% | 1922.51%-1914.8pp | 1168.45%-1160.7pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,148 | $3,032-62.1% | $2,380-51.7% | $4,751-75.8% |
| Participant deferral / active EE | $1,986 | $4,676-57.5% | $3,985-50.2% | $6,710-70.4% |
| Admin fee / account holder | $2,721 | $8,657-68.6% | $6,852-60.3% | $11,403-76.1% |