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 | $162,315 | $86,286+88.1% | $111,297+45.8% | $85,850+89.1% |
| Participation rate | 84.1% | 73.3%+10.8pp | 77.3%+6.8pp | 69.3%+14.8pp |
| Annual return | 9.94% | 19.99%-10.0pp | 54.65%-44.7pp | 318.53%-308.6pp |
| Employer contribution / active EE | $2,227 | $2,043+9.0% | $2,731-18.5% | $2,565-13.2% |
| Participant deferral / active EE | $8,412 | $3,641+131.1% | $4,487+87.5% | $3,952+112.9% |
| Admin fee / account holder | $6,868 | $8,188-16.1% | $7,964-13.8% | $6,260+9.7% |