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 | $100,524 | $101,069-0.5% | $81,478+23.4% | $147,584-31.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 7.60% | 32.40%-24.8pp | 38.78%-31.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,803 | $3,205-12.5% | $2,568+9.2% | $4,876-42.5% |
| Participant deferral / active EE | $5,570 | $4,242+31.3% | $3,537+57.5% | $5,439+2.4% |
| Admin fee / account holder | $669 | $5,812-88.5% | $4,561-85.3% | $10,885-93.9% |