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 | $158,563 | $103,376+53.4% | $87,100+82.0% | $152,861+3.7% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.9%+18.8pp | 82.4%+13.2pp |
| Annual return | 4.78% | 28.10%-23.3pp | 28.19%-23.4pp | 345.32%-340.5pp |
| Employer contribution / active EE | $3,308 | $3,220+2.7% | $2,521+31.2% | $4,762-30.5% |
| Participant deferral / active EE | $8,476 | $4,778+77.4% | $4,049+109.4% | $5,850+44.9% |
| Admin fee / account holder | $29,077 | $12,205+138.2% | $7,497+287.9% | $11,596+150.7% |