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 8-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 | $155,627 | $114,381+36.1% | $107,525+44.7% | $142,382+9.3% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 10.40% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,968 | $4,015-26.1% | $3,754-20.9% | $4,299-31.0% |
| Participant deferral / active EE | $8,058 | $5,564+44.8% | $5,116+57.5% | $6,507+23.8% |
| Admin fee / account holder | $6,351 | $9,860-35.6% | $8,919-28.8% | $12,624-49.7% |