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 | $228,430 | $178,174+28.2% | $156,181+46.3% | $137,256+66.4% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 8.61% | 84.19%-75.6pp | 64.87%-56.3pp | 220.34%-211.7pp |
| Employer contribution / active EE | $21,624 | $4,972+335.0% | $4,294+403.6% | $4,156+420.3% |
| Participant deferral / active EE | $9,077 | $6,888+31.8% | $6,132+48.0% | $6,407+41.7% |
| Admin fee / account holder | $857 | $17,404-95.1% | $14,586-94.1% | $12,270-93.0% |