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 | $236,032 | $209,411+12.7% | $178,490+32.2% | $158,922+48.5% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 4.98% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,793 | $5,706-51.1% | $5,011-44.3% | $4,761-41.3% |
| Participant deferral / active EE | $6,228 | $5,954+4.6% | $5,202+19.7% | $5,982+4.1% |
| Admin fee / account holder | $1,011 | $17,074-94.1% | $13,984-92.8% | $11,246-91.0% |