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 | $167,672 | $105,181+59.4% | $159,436+5.2% | $85,850+95.3% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 8.96% | 45.07%-36.1pp | 263.57%-254.6pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,990 | $3,318-9.9% | $4,829-38.1% | $2,565+16.6% |
| Participant deferral / active EE | $5,028 | $5,945-15.4% | $7,352-31.6% | $3,952+27.2% |
| Admin fee / account holder | $10,004 | $6,933+44.3% | $10,799-7.4% | $6,260+59.8% |