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 | $99,706 | $126,574-21.2% | $106,213-6.1% | $145,922-31.7% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 7.87% | 224.79%-216.9pp | 116.14%-108.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $8,994 | $3,730+141.1% | $3,171+183.6% | $4,660+93.0% |
| Participant deferral / active EE | $3,598 | $5,724-37.1% | $5,016-28.3% | $6,688-46.2% |
| Admin fee / account holder | $18,255 | $17,304+5.5% | $11,033+65.5% | $13,397+36.3% |