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 | $126,517 | $106,515+18.8% | $96,683+30.9% | $139,434-9.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 9.80% | 38.43%-28.6pp | 35.69%-25.9pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,654 | $4,103-35.3% | $3,737-29.0% | $4,751-44.1% |
| Participant deferral / active EE | $5,308 | $5,454-2.7% | $4,878+8.8% | $6,710-20.9% |
| Admin fee / account holder | $1,071 | $7,877-86.4% | $6,730-84.1% | $11,403-90.6% |