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 | $74,763 | $159,602-53.2% | $150,045-50.2% | $142,382-47.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 8.43% | 70.24%-61.8pp | 62.55%-54.1pp | 217.08%-208.6pp |
| Employer contribution / active EE | $3,788 | $4,961-23.6% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $7,409 | $8,310-10.8% | $7,997-7.4% | $6,507+13.9% |
| Admin fee / account holder | $670 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |