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 | $244,519 | $197,591+23.8% | $177,821+37.5% | $158,922+53.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.39% | 58.76%-52.4pp | 48.32%-41.9pp | 302.83%-296.4pp |
| Employer contribution / active EE | $3,610 | $6,697-46.1% | $5,918-39.0% | $4,761-24.2% |
| Participant deferral / active EE | $13,586 | $8,405+61.6% | $7,714+76.1% | $5,982+127.1% |
| Admin fee / account holder | $370 | $15,399-97.6% | $12,427-97.0% | $11,246-96.7% |