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 | $137,044 | $114,381+19.8% | $107,525+27.5% | $142,382-3.7% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 9.66% | 242.71%-233.0pp | 181.32%-171.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,563 | $4,015-36.1% | $3,754-31.7% | $4,299-40.4% |
| Participant deferral / active EE | $2,923 | $5,564-47.5% | $5,116-42.9% | $6,507-55.1% |
| Admin fee / account holder | $17,246 | $9,860+74.9% | $8,919+93.4% | $12,624+36.6% |