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 | $168,896 | $159,602+5.8% | $150,045+12.6% | $142,382+18.6% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 5.77% | 70.24%-64.5pp | 62.55%-56.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $5,121 | $4,961+3.2% | $4,693+9.1% | $4,299+19.1% |
| Participant deferral / active EE | $6,977 | $8,310-16.0% | $7,997-12.8% | $6,507+7.2% |
| Admin fee / account holder | $1,831 | $14,846-87.7% | $13,435-86.4% | $12,624-85.5% |