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 | $198,711 | $159,602+24.5% | $150,045+32.4% | $142,382+39.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 10.65% | 70.24%-59.6pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,789 | $4,961-23.6% | $4,693-19.3% | $4,299-11.9% |
| Participant deferral / active EE | $8,318 | $8,310+0.1% | $7,997+4.0% | $6,507+27.8% |
| Admin fee / account holder | $12,482 | $14,846-15.9% | $13,435-7.1% | $12,624-1.1% |