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 | $173,571 | $183,519-5.4% | $155,509+11.6% | $145,922+18.9% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 8.59% | 61.17%-52.6pp | 64.67%-56.1pp | 561.29%-552.7pp |
| Employer contribution / active EE | $4,266 | $5,313-19.7% | $4,672-8.7% | $4,660-8.5% |
| Participant deferral / active EE | $4,717 | $6,462-27.0% | $5,626-16.2% | $6,688-29.5% |
| Admin fee / account holder | $3,058 | $19,313-84.2% | $15,912-80.8% | $13,397-77.2% |