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 | $240,586 | $111,301+116.2% | $112,977+113.0% | $158,922+51.4% |
| Participation rate | 92.3% | 83.5%+8.8pp | 82.6%+9.7pp | 82.0%+10.3pp |
| Annual return | 5.68% | 26.40%-20.7pp | 24.24%-18.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $6,615 | $4,471+47.9% | $4,255+55.5% | $4,761+38.9% |
| Participant deferral / active EE | $10,618 | $5,880+80.6% | $5,836+82.0% | $5,982+77.5% |
| Admin fee / account holder | $1,347 | $8,392-84.0% | $6,294-78.6% | $11,246-88.0% |