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 | $125,537 | $112,096+12.0% | $95,952+30.8% | $158,922-21.0% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 4.08% | 171.09%-167.0pp | 91.61%-87.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $3,620 | $3,198+13.2% | $2,541+42.5% | $4,761-24.0% |
| Participant deferral / active EE | $4,820 | $4,784+0.7% | $4,167+15.7% | $5,982-19.4% |
| Admin fee / account holder | $2,637 | $10,130-74.0% | $6,795-61.2% | $11,246-76.6% |