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 | $143,801 | $177,572-19.0% | $154,803-7.1% | $142,382+1.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 10.43% | 65.07%-54.6pp | 58.88%-48.5pp | 217.08%-206.6pp |
| Employer contribution / active EE | $7,151 | $4,810+48.7% | $4,305+66.1% | $4,299+66.3% |
| Participant deferral / active EE | $9,034 | $6,272+44.0% | $5,540+63.1% | $6,507+38.8% |
| Admin fee / account holder | $867 | $16,786-94.8% | $14,329-93.9% | $12,624-93.1% |