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 | $98,947 | $93,571+5.7% | $135,903-27.2% | $75,163+31.6% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 14.61% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $14,259 | $3,537+303.2% | $4,856+193.6% | $2,670+434.1% |
| Participant deferral / active EE | $8,202 | $6,404+28.1% | $7,758+5.7% | $4,125+98.8% |
| Admin fee / account holder | $21,966 | $6,975+214.9% | $10,762+104.1% | $5,651+288.7% |