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 | $167,047 | $102,245+63.4% | $89,340+87.0% | $137,256+21.7% |
| Participation rate | 82.6% | 74.9%+7.7pp | 69.6%+13.0pp | 80.0%+2.6pp |
| Annual return | 9.72% | 21.89%-12.2pp | 20.57%-10.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,675 | $2,529+5.8% | $2,231+19.9% | $4,156-35.6% |
| Participant deferral / active EE | $3,947 | $4,436-11.0% | $3,823+3.3% | $6,407-38.4% |
| Admin fee / account holder | $2,646 | $8,085-67.3% | $6,704-60.5% | $12,270-78.4% |