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 | $146,904 | $159,602-8.0% | $150,045-2.1% | $142,382+3.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 12.05% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,853 | $4,961-62.6% | $4,693-60.5% | $4,299-56.9% |
| Participant deferral / active EE | $8,219 | $8,310-1.1% | $7,997+2.8% | $6,507+26.3% |
| Admin fee / account holder | $3,337 | $14,846-77.5% | $13,435-75.2% | $12,624-73.6% |