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 | $153,228 | $127,777+19.9% | $106,548+43.8% | $167,490-8.5% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 4.99% | 33.87%-28.9pp | 26.80%-21.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $9,769 | $3,427+185.1% | $2,819+246.5% | $4,837+101.9% |
| Participant deferral / active EE | $4,964 | $5,087-2.4% | $4,398+12.9% | $6,341-21.7% |
| Admin fee / account holder | $1,326 | $11,228-88.2% | $7,407-82.1% | $12,309-89.2% |