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 | $175,128 | $159,602+9.7% | $150,045+16.7% | $142,382+23.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 10.31% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,778 | $4,961-44.0% | $4,693-40.8% | $4,299-35.4% |
| Participant deferral / active EE | $8,059 | $8,310-3.0% | $7,997+0.8% | $6,507+23.8% |
| Admin fee / account holder | $14,157 | $14,846-4.6% | $13,435+5.4% | $12,624+12.1% |