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 | $166,042 | $103,376+60.6% | $87,100+90.6% | $152,861+8.6% |
| Participation rate | 91.7% | 79.3%+12.3pp | 76.9%+14.8pp | 82.4%+9.2pp |
| Annual return | 3.43% | 28.10%-24.7pp | 28.19%-24.8pp | 345.32%-341.9pp |
| Employer contribution / active EE | $3,006 | $3,220-6.7% | $2,521+19.2% | $4,762-36.9% |
| Participant deferral / active EE | $4,807 | $4,778+0.6% | $4,049+18.7% | $5,850-17.8% |
| Admin fee / account holder | $12,148 | $12,205-0.5% | $7,497+62.0% | $11,596+4.8% |