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 | $226,588 | $154,228+46.9% | $145,433+55.8% | $137,256+65.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.64% | 74.59%-63.9pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $5,571 | $4,804+16.0% | $4,554+22.3% | $4,156+34.1% |
| Participant deferral / active EE | $7,327 | $8,216-10.8% | $7,897-7.2% | $6,407+14.4% |
| Admin fee / account holder | $4,825 | $14,344-66.4% | $13,129-63.2% | $12,270-60.7% |