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 | $148,567 | $177,572-16.3% | $154,803-4.0% | $142,382+4.3% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 7.72% | 65.07%-57.3pp | 58.88%-51.2pp | 217.08%-209.4pp |
| Employer contribution / active EE | $3,379 | $4,810-29.8% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $3,571 | $6,272-43.1% | $5,540-35.6% | $6,507-45.1% |
| Admin fee / account holder | $924 | $16,786-94.5% | $14,329-93.6% | $12,624-92.7% |