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 | $227,917 | $148,534+53.4% | $135,903+67.7% | $139,434+63.5% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 8.38% | 79.19%-70.8pp | 68.23%-59.9pp | 372.94%-364.6pp |
| Employer contribution / active EE | $1,124 | $5,243-78.6% | $4,856-76.9% | $4,751-76.4% |
| Participant deferral / active EE | $6,188 | $8,100-23.6% | $7,758-20.2% | $6,710-7.8% |
| Admin fee / account holder | $1,572 | $12,400-87.3% | $10,762-85.4% | $11,403-86.2% |