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 | $95,898 | $152,587-37.2% | $125,175-23.4% | $152,861-37.3% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 7.18% | 54.84%-47.7pp | 43.79%-36.6pp | 345.32%-338.1pp |
| Employer contribution / active EE | $3,426 | $4,946-30.7% | $3,865-11.4% | $4,762-28.1% |
| Participant deferral / active EE | $5,767 | $5,868-1.7% | $4,937+16.8% | $5,850-1.4% |
| Admin fee / account holder | $2,595 | $13,434-80.7% | $9,702-73.2% | $11,596-77.6% |