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 | $107,452+55.5% | $91,541+82.5% | $142,382+17.3% |
| Participation rate | 82.6% | 75.1%+7.5pp | 69.8%+12.8pp | 80.1%+2.5pp |
| Annual return | 9.72% | 22.06%-12.3pp | 20.50%-10.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,675 | $2,994-10.7% | $2,505+6.8% | $4,299-37.8% |
| Participant deferral / active EE | $3,947 | $4,754-17.0% | $4,008-1.5% | $6,507-39.3% |
| Admin fee / account holder | $2,646 | $8,834-70.1% | $6,956-62.0% | $12,624-79.0% |