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 | $167,232 | $177,572-5.8% | $154,803+8.0% | $142,382+17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.58% | 65.07%-55.5pp | 58.88%-49.3pp | 217.08%-207.5pp |
| Employer contribution / active EE | $2,638 | $4,810-45.2% | $4,305-38.7% | $4,299-38.6% |
| Participant deferral / active EE | $4,322 | $6,272-31.1% | $5,540-22.0% | $6,507-33.6% |
| Admin fee / account holder | $1,733 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |