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 | $99,684 | $86,286+15.5% | $111,297-10.4% | $85,850+16.1% |
| Participation rate | 86.2% | 73.3%+12.9pp | 77.3%+8.9pp | 69.3%+16.9pp |
| Annual return | 10.69% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,548 | $2,043+73.7% | $2,731+29.9% | $2,565+38.3% |
| Participant deferral / active EE | $5,166 | $3,641+41.9% | $4,487+15.1% | $3,952+30.7% |
| Admin fee / account holder | $9,457 | $8,188+15.5% | $7,964+18.7% | $6,260+51.1% |