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 | $160,710 | $115,770+38.8% | $101,248+58.7% | $158,922+1.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 4.97% | 56.14%-51.2pp | 46.47%-41.5pp | 302.83%-297.9pp |
| Employer contribution / active EE | $4,638 | $4,175+11.1% | $3,660+26.7% | $4,761-2.6% |
| Participant deferral / active EE | $14,240 | $4,957+187.2% | $4,370+225.8% | $5,982+138.0% |
| Admin fee / account holder | $11,483 | $7,245+58.5% | $5,945+93.1% | $11,246+2.1% |