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 | $201,083 | $214,378-6.2% | $200,582+0.2% | $142,382+41.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.55% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,777 | $6,841-15.6% | $6,419-10.0% | $4,299+34.4% |
| Participant deferral / active EE | $10,071 | $9,865+2.1% | $9,331+7.9% | $6,507+54.8% |
| Admin fee / account holder | $10,773 | $17,692-39.1% | $16,305-33.9% | $12,624-14.7% |