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 | $193,664 | $159,602+21.3% | $150,045+29.1% | $142,382+36.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.54% | 70.24%-59.7pp | 62.55%-52.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $9,053 | $4,961+82.5% | $4,693+92.9% | $4,299+110.6% |
| Participant deferral / active EE | $6,544 | $8,310-21.3% | $7,997-18.2% | $6,507+0.6% |
| Admin fee / account holder | $11,899 | $14,846-19.9% | $13,435-11.4% | $12,624-5.7% |