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 | $188,867 | $165,984+13.8% | $164,813+14.6% | $145,922+29.4% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 8.27% | 100.03%-91.8pp | 69.93%-61.7pp | 561.29%-553.0pp |
| Employer contribution / active EE | $5,570 | $5,273+5.6% | $4,341+28.3% | $4,660+19.5% |
| Participant deferral / active EE | $8,371 | $6,959+20.3% | $6,031+38.8% | $6,688+25.2% |
| Admin fee / account holder | $666 | $16,648-96.0% | $12,690-94.7% | $13,397-95.0% |