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 | $72,071+18.2% | $68,368+24.6% | $137,256-37.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.0%+12.3pp |
| Annual return | 11.54% | 353.14%-341.6pp | 292.57%-281.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $5,547 | $2,788+99.0% | $2,649+109.4% | $4,156+33.5% |
| Participant deferral / active EE | $3,667 | $4,410-16.8% | $4,123-11.1% | $6,407-42.8% |
| Admin fee / account holder | $3,607 | $5,336-32.4% | $5,150-30.0% | $12,270-70.6% |