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 | $85,207 | $74,888+13.8% | $71,209+19.7% | $142,382-40.2% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 11.54% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,547 | $2,854+94.3% | $2,721+103.9% | $4,299+29.0% |
| Participant deferral / active EE | $3,667 | $4,454-17.7% | $4,175-12.2% | $6,507-43.6% |
| Admin fee / account holder | $3,607 | $5,568-35.2% | $5,349-32.6% | $12,624-71.4% |