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 | $160,383 | $105,181+52.5% | $159,436+0.6% | $85,850+86.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.8%+13.2pp | 69.3%+26.7pp |
| Annual return | 8.39% | 45.07%-36.7pp | 263.57%-255.2pp | 318.53%-310.1pp |
| Employer contribution / active EE | $3,655 | $3,318+10.1% | $4,829-24.3% | $2,565+42.5% |
| Participant deferral / active EE | $8,682 | $5,945+46.0% | $7,352+18.1% | $3,952+119.7% |
| Admin fee / account holder | $1,836 | $6,933-73.5% | $10,799-83.0% | $6,260-70.7% |