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 | $121,255 | $111,535+8.7% | $105,223+15.2% | $137,256-11.7% |
| Participation rate | 79.2% | 78.1%+1.1pp | 75.0%+4.1pp | 80.0%-0.8pp |
| Annual return | 10.48% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $3,308 | $3,939-16.0% | $3,689-10.3% | $4,156-20.4% |
| Participant deferral / active EE | $8,086 | $5,500+47.0% | $5,072+59.4% | $6,407+26.2% |
| Admin fee / account holder | $18,747 | $9,721+92.8% | $8,859+111.6% | $12,270+52.8% |