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 | $168,919 | $140,940+19.9% | $112,229+50.5% | $139,434+21.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 6.56% | 32.71%-26.2pp | 30.20%-23.6pp | 372.94%-366.4pp |
| Employer contribution / active EE | $4,401 | $4,283+2.7% | $3,430+28.3% | $4,751-7.4% |
| Participant deferral / active EE | $9,399 | $5,874+60.0% | $4,798+95.9% | $6,710+40.1% |
| Admin fee / account holder | $1,725 | $9,954-82.7% | $7,748-77.7% | $11,403-84.9% |