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 | $119,314 | $78,672+51.7% | $109,143+9.3% | $85,850+39.0% |
| Participation rate | 88.0% | 68.3%+19.7pp | 75.9%+12.1pp | 69.3%+18.7pp |
| Annual return | 9.99% | 25.09%-15.1pp | 25.75%-15.8pp | 318.53%-308.5pp |
| Employer contribution / active EE | $9,414 | $2,735+244.2% | $3,722+152.9% | $2,565+267.0% |
| Participant deferral / active EE | $3,300 | $3,467-4.8% | $4,653-29.1% | $3,952-16.5% |
| Admin fee / account holder | $723 | $5,469-86.8% | $6,752-89.3% | $6,260-88.5% |