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 | $190,259 | $157,256+21.0% | $141,162+34.8% | $152,861+24.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.34% | 64.32%-53.0pp | 71.39%-60.1pp | 345.32%-334.0pp |
| Employer contribution / active EE | $4,739 | $5,261-9.9% | $4,735+0.1% | $4,762-0.5% |
| Participant deferral / active EE | $8,438 | $7,109+18.7% | $6,709+25.8% | $5,850+44.2% |
| Admin fee / account holder | $2,231 | $12,120-81.6% | $10,261-78.3% | $11,596-80.8% |