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 | $163,532 | $165,335-1.1% | $149,696+9.2% | $158,922+2.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 2.25% | 348.15%-345.9pp | 276.60%-274.4pp | 302.83%-300.6pp |
| Employer contribution / active EE | $3,659 | $5,103-28.3% | $4,644-21.2% | $4,761-23.2% |
| Participant deferral / active EE | $7,919 | $7,181+10.3% | $6,842+15.7% | $5,982+32.4% |
| Admin fee / account holder | $13,332 | $10,807+23.4% | $9,309+43.2% | $11,246+18.5% |