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 6-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 | $183,937 | $159,602+15.2% | $150,045+22.6% | $142,382+29.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 10.66% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $6,298 | $4,961+27.0% | $4,693+34.2% | $4,299+46.5% |
| Participant deferral / active EE | $13,558 | $8,310+63.2% | $7,997+69.5% | $6,507+108.4% |
| Admin fee / account holder | $2,796 | $14,846-81.2% | $13,435-79.2% | $12,624-77.9% |