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 | $195,324 | $118,849+64.3% | $96,562+102.3% | $167,490+16.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 3.63% | 50.49%-46.9pp | 37.78%-34.2pp | 478.56%-474.9pp |
| Employer contribution / active EE | $866 | $3,120-72.2% | $2,356-63.3% | $4,837-82.1% |
| Participant deferral / active EE | $5,729 | $4,616+24.1% | $3,849+48.8% | $6,341-9.7% |
| Admin fee / account holder | $1,365 | $8,065-83.1% | $6,181-77.9% | $12,309-88.9% |