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 | $175,208 | $106,584+64.4% | $101,326+72.9% | $142,382+23.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 11.68% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,086 | $3,956-22.0% | $3,665-15.8% | $4,299-28.2% |
| Participant deferral / active EE | $7,003 | $8,297-15.6% | $7,994-12.4% | $6,507+7.6% |
| Admin fee / account holder | $15,053 | $11,446+31.5% | $11,185+34.6% | $12,624+19.2% |