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 | $171,312 | $106,584+60.7% | $101,326+69.1% | $142,382+20.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 11.62% | 36.93%-25.3pp | 36.82%-25.2pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,413 | $3,956-13.7% | $3,665-6.9% | $4,299-20.6% |
| Participant deferral / active EE | $2,537 | $8,297-69.4% | $7,994-68.3% | $6,507-61.0% |
| Admin fee / account holder | $2,280 | $11,446-80.1% | $11,185-79.6% | $12,624-81.9% |