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 | $94,186 | $114,381-17.7% | $107,525-12.4% | $142,382-33.8% |
| Participation rate | 93.8% | 78.1%+15.6pp | 75.1%+18.7pp | 80.1%+13.6pp |
| Annual return | 9.87% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $3,160 | $4,015-21.3% | $3,754-15.8% | $4,299-26.5% |
| Participant deferral / active EE | $7,376 | $5,564+32.6% | $5,116+44.2% | $6,507+13.4% |
| Admin fee / account holder | $1,991 | $9,860-79.8% | $8,919-77.7% | $12,624-84.2% |