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 | $233,453 | $214,378+8.9% | $200,582+16.4% | $142,382+64.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 10.11% | 46.41%-36.3pp | 42.33%-32.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $8,916 | $6,841+30.3% | $6,419+38.9% | $4,299+107.4% |
| Participant deferral / active EE | $8,095 | $9,865-17.9% | $9,331-13.2% | $6,507+24.4% |
| Admin fee / account holder | $2,203 | $17,692-87.5% | $16,305-86.5% | $12,624-82.6% |