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 | $245,526 | $159,602+53.8% | $150,045+63.6% | $142,382+72.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 8.90% | 70.24%-61.3pp | 62.55%-53.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $9,563 | $4,961+92.8% | $4,693+103.8% | $4,299+122.4% |
| Participant deferral / active EE | $12,646 | $8,310+52.2% | $7,997+58.1% | $6,507+94.3% |
| Admin fee / account holder | $80,614 | $14,846+443.0% | $13,435+500.0% | $12,624+538.6% |