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 | $179,034 | $74,888+139.1% | $71,209+151.4% | $142,382+25.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 10.54% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $2,384 | $2,854-16.5% | $2,721-12.4% | $4,299-44.5% |
| Participant deferral / active EE | $4,930 | $4,454+10.7% | $4,175+18.1% | $6,507-24.2% |
| Admin fee / account holder | $1,979 | $5,568-64.5% | $5,349-63.0% | $12,624-84.3% |