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 | $107,851 | $63,346+70.3% | $92,233+16.9% | $70,131+53.8% |
| Participation rate | 92.6% | 68.7%+23.9pp | 76.5%+16.1pp | 69.5%+23.1pp |
| Annual return | 6.63% | 530.12%-523.5pp | 176.28%-169.6pp | 73.14%-66.5pp |
| Employer contribution / active EE | $1,542 | $2,471-37.6% | $3,679-58.1% | $2,342-34.2% |
| Participant deferral / active EE | $2,315 | $2,854-18.9% | $3,897-40.6% | $3,332-30.5% |
| Admin fee / account holder | $1,474 | $3,840-61.6% | $5,194-71.6% | $4,645-68.3% |