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 | $133,061 | $106,584+24.8% | $101,326+31.3% | $142,382-6.5% |
| Participation rate | 84.2% | 82.7%+1.5pp | 81.5%+2.7pp | 80.1%+4.1pp |
| Annual return | 10.86% | 36.93%-26.1pp | 36.82%-26.0pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,246 | $3,956-18.0% | $3,665-11.4% | $4,299-24.5% |
| Participant deferral / active EE | $4,477 | $8,297-46.0% | $7,994-44.0% | $6,507-31.2% |
| Admin fee / account holder | $11,835 | $11,446+3.4% | $11,185+5.8% | $12,624-6.2% |