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 | $208,348 | $161,352+29.1% | $134,172+55.3% | $137,256+51.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 8.43% | 28.72%-20.3pp | 25.30%-16.9pp | 220.34%-211.9pp |
| Employer contribution / active EE | $3,530 | $4,099-13.9% | $3,420+3.2% | $4,156-15.1% |
| Participant deferral / active EE | $6,626 | $5,552+19.3% | $4,690+41.3% | $6,407+3.4% |
| Admin fee / account holder | $1,669 | $15,028-88.9% | $12,016-86.1% | $12,270-86.4% |