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 | $111,535+22.9% | $105,223+30.2% | $137,256-0.2% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 9.66% | 237.85%-228.2pp | 180.65%-171.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,563 | $3,939-34.9% | $3,689-30.5% | $4,156-38.3% |
| Participant deferral / active EE | $2,923 | $5,500-46.9% | $5,072-42.4% | $6,407-54.4% |
| Admin fee / account holder | $17,246 | $9,721+77.4% | $8,859+94.7% | $12,270+40.6% |