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 | $235,350 | $114,381+105.8% | $107,525+118.9% | $142,382+65.3% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 11.20% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.9pp |
| Employer contribution / active EE | $3,184 | $4,015-20.7% | $3,754-15.2% | $4,299-25.9% |
| Participant deferral / active EE | $9,867 | $5,564+77.3% | $5,116+92.9% | $6,507+51.6% |
| Admin fee / account holder | $3,286 | $9,860-66.7% | $8,919-63.2% | $12,624-74.0% |