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 | $222,553 | $148,534+49.8% | $135,903+63.8% | $139,434+59.6% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 9.17% | 79.19%-70.0pp | 68.23%-59.1pp | 372.94%-363.8pp |
| Employer contribution / active EE | $16,097 | $5,243+207.0% | $4,856+231.5% | $4,751+238.8% |
| Participant deferral / active EE | $15,521 | $8,100+91.6% | $7,758+100.1% | $6,710+131.3% |
| Admin fee / account holder | $29,315 | $12,400+136.4% | $10,762+172.4% | $11,403+157.1% |