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 | $182,062 | $148,534+22.6% | $135,903+34.0% | $139,434+30.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 11.67% | 79.19%-67.5pp | 68.23%-56.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,258 | $5,243-76.0% | $4,856-74.1% | $4,751-73.5% |
| Participant deferral / active EE | $2,739 | $8,100-66.2% | $7,758-64.7% | $6,710-59.2% |
| Admin fee / account holder | $1,661 | $12,400-86.6% | $10,762-84.6% | $11,403-85.4% |