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 | $173,336 | $159,602+8.6% | $150,045+15.5% | $142,382+21.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.80% | 70.24%-61.4pp | 62.55%-53.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $4,639 | $4,961-6.5% | $4,693-1.1% | $4,299+7.9% |
| Participant deferral / active EE | $7,341 | $8,310-11.7% | $7,997-8.2% | $6,507+12.8% |
| Admin fee / account holder | $326 | $14,846-97.8% | $13,435-97.6% | $12,624-97.4% |