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 | $156,133 | $107,334+45.5% | $92,893+68.1% | $152,861+2.1% |
| Participation rate | 86.4% | 79.8%+6.6pp | 76.0%+10.4pp | 82.4%+3.9pp |
| Annual return | 2.73% | 145.58%-142.9pp | 109.41%-106.7pp | 345.32%-342.6pp |
| Employer contribution / active EE | $3,616 | $4,221-14.3% | $3,653-1.0% | $4,762-24.1% |
| Participant deferral / active EE | $6,334 | $4,845+30.7% | $4,236+49.5% | $5,850+8.3% |
| Admin fee / account holder | $1,380 | $7,079-80.5% | $5,794-76.2% | $11,596-88.1% |