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 | $143,007 | $92,798+54.1% | $96,707+47.9% | $137,256+4.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 11.47% | 31.24%-19.8pp | 34.78%-23.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,219 | $4,147-22.4% | $4,191-23.2% | $4,156-22.6% |
| Participant deferral / active EE | $8,202 | $5,877+39.6% | $5,997+36.8% | $6,407+28.0% |
| Admin fee / account holder | $2,167 | $7,946-72.7% | $7,503-71.1% | $12,270-82.3% |