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 | $153,926 | $214,378-28.2% | $200,582-23.3% | $142,382+8.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.13% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,878 | $6,841-57.9% | $6,419-55.2% | $4,299-33.1% |
| Participant deferral / active EE | $7,500 | $9,865-24.0% | $9,331-19.6% | $6,507+15.3% |
| Admin fee / account holder | $3,775 | $17,692-78.7% | $16,305-76.8% | $12,624-70.1% |