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 | $79,969 | $58,208+37.4% | $81,812-2.3% | $80,856-1.1% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 5.51% | 41.66%-36.1pp | 773.79%-768.3pp | 35.59%-30.1pp |
| Employer contribution / active EE | $2,121 | $2,340-9.3% | $2,912-27.2% | $2,755-23.0% |
| Participant deferral / active EE | $4,339 | $3,281+32.2% | $4,319+0.5% | $4,296+1.0% |
| Admin fee / account holder | $7,873 | $4,981+58.0% | $7,386+6.6% | $6,918+13.8% |