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 | $162,722 | $102,382+58.9% | $147,005+10.7% | $80,874+101.2% |
| Participation rate | 85.2% | 75.8%+9.3pp | 82.2%+3.0pp | 67.6%+17.5pp |
| Annual return | 8.85% | 134.89%-126.0pp | 418.76%-409.9pp | 35.62%-26.8pp |
| Employer contribution / active EE | $3,327 | $3,715-10.4% | $4,934-32.6% | $2,756+20.7% |
| Participant deferral / active EE | $7,905 | $6,646+18.9% | $8,070-2.0% | $4,297+84.0% |
| Admin fee / account holder | $8,268 | $7,942+4.1% | $13,006-36.4% | $6,935+19.2% |