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 | $227,059 | $159,602+42.3% | $150,045+51.3% | $142,382+59.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.75% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,793 | $4,961-43.7% | $4,693-40.5% | $4,299-35.0% |
| Participant deferral / active EE | $9,303 | $8,310+11.9% | $7,997+16.3% | $6,507+43.0% |
| Admin fee / account holder | $85,492 | $14,846+475.8% | $13,435+536.3% | $12,624+577.2% |