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 | $236,568 | $165,984+42.5% | $164,813+43.5% | $145,922+62.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 6.21% | 100.03%-93.8pp | 69.93%-63.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $2,614 | $5,273-50.4% | $4,341-39.8% | $4,660-43.9% |
| Participant deferral / active EE | $6,534 | $6,959-6.1% | $6,031+8.3% | $6,688-2.3% |
| Admin fee / account holder | $1,764 | $16,648-89.4% | $12,690-86.1% | $13,397-86.8% |