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 | $150,529 | $159,602-5.7% | $150,045+0.3% | $142,382+5.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 8.53% | 70.24%-61.7pp | 62.55%-54.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,072 | $4,961-38.1% | $4,693-34.5% | $4,299-28.6% |
| Participant deferral / active EE | $8,068 | $8,310-2.9% | $7,997+0.9% | $6,507+24.0% |
| Admin fee / account holder | $1,117 | $14,846-92.5% | $13,435-91.7% | $12,624-91.2% |