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 | $113,093 | $89,753+26.0% | $107,525+5.2% | $84,808+33.4% |
| Participation rate | 72.7% | 68.1%+4.7pp | 75.1%-2.3pp | 68.3%+4.4pp |
| Annual return | 12.59% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,172 | $3,113+1.9% | $3,754-15.5% | $2,631+20.6% |
| Participant deferral / active EE | $5,828 | $4,056+43.7% | $5,116+13.9% | $4,212+38.4% |
| Admin fee / account holder | $28,515 | $7,222+294.8% | $8,919+219.7% | $7,344+288.3% |