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 | $121,814 | $74,888+62.7% | $71,209+71.1% | $142,382-14.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 9.74% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,552 | $2,854+24.5% | $2,721+30.6% | $4,299-17.4% |
| Participant deferral / active EE | $8,835 | $4,454+98.4% | $4,175+111.6% | $6,507+35.8% |
| Admin fee / account holder | $12,724 | $5,568+128.5% | $5,349+137.9% | $12,624+0.8% |