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 | $205,728 | $146,267+40.7% | $197,124+4.4% | $82,448+149.5% |
| Participation rate | 93.1% | 84.0%+9.1pp | 86.7%+6.4pp | 68.1%+25.0pp |
| Annual return | 7.18% | 29.61%-22.4pp | 44.34%-37.2pp | 41.64%-34.5pp |
| Employer contribution / active EE | $3,059 | $4,723-35.2% | $6,227-50.9% | $2,551+19.9% |
| Participant deferral / active EE | $9,663 | $7,035+37.4% | $9,135+5.8% | $4,139+133.4% |
| Admin fee / account holder | $6,490 | $14,422-55.0% | $16,298-60.2% | $7,234-10.3% |