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 | $194,872 | $114,381+70.4% | $107,525+81.2% | $142,382+36.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 8.84% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,995 | $4,015-0.5% | $3,754+6.4% | $4,299-7.1% |
| Participant deferral / active EE | $7,218 | $5,564+29.7% | $5,116+41.1% | $6,507+10.9% |
| Admin fee / account holder | $640 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |