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 | $190,602 | $179,726+6.1% | $156,263+22.0% | $142,382+33.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 8.62% | 77.86%-69.2pp | 59.47%-50.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $12,906 | $5,069+154.6% | $4,333+197.9% | $4,299+200.2% |
| Participant deferral / active EE | $3,318 | $6,956-52.3% | $6,158-46.1% | $6,507-49.0% |
| Admin fee / account holder | $16,938 | $17,272-1.9% | $14,255+18.8% | $12,624+34.2% |