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 | $196,408 | $157,256+24.9% | $141,162+39.1% | $152,861+28.5% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 11.05% | 64.32%-53.3pp | 71.39%-60.3pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,138 | $5,261-59.4% | $4,735-54.9% | $4,762-55.1% |
| Participant deferral / active EE | $2,513 | $7,109-64.6% | $6,709-62.5% | $5,850-57.0% |
| Admin fee / account holder | $5,334 | $12,120-56.0% | $10,261-48.0% | $11,596-54.0% |