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 | $147,907 | $115,770+27.8% | $101,248+46.1% | $158,922-6.9% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 6.30% | 56.14%-49.8pp | 46.47%-40.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $4,014 | $4,175-3.8% | $3,660+9.7% | $4,761-15.7% |
| Participant deferral / active EE | $8,889 | $4,957+79.3% | $4,370+103.4% | $5,982+48.6% |
| Admin fee / account holder | $2,417 | $7,245-66.6% | $5,945-59.3% | $11,246-78.5% |