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 | $200,267 | $106,515+88.0% | $96,683+107.1% | $139,434+43.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 9.94% | 38.43%-28.5pp | 35.69%-25.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,659 | $4,103-35.2% | $3,737-28.8% | $4,751-44.0% |
| Participant deferral / active EE | $2,915 | $5,454-46.6% | $4,878-40.2% | $6,710-56.6% |
| Admin fee / account holder | $1,552 | $7,877-80.3% | $6,730-76.9% | $11,403-86.4% |