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 | $216,904 | $159,602+35.9% | $150,045+44.6% | $142,382+52.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 7.69% | 70.24%-62.5pp | 62.55%-54.9pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,020 | $4,961-59.3% | $4,693-57.0% | $4,299-53.0% |
| Participant deferral / active EE | $6,958 | $8,310-16.3% | $7,997-13.0% | $6,507+6.9% |
| Admin fee / account holder | $60,884 | $14,846+310.1% | $13,435+353.2% | $12,624+382.3% |