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 | $66,579 | $68,346-2.6% | $94,646-29.7% | $75,163-11.4% |
| Participation rate | 88.0% | 76.1%+11.9pp | 80.8%+7.2pp | 67.2%+20.8pp |
| Annual return | 13.99% | 616.93%-602.9pp | 156.71%-142.7pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,936 | $2,701+8.7% | $3,672-20.0% | $2,670+10.0% |
| Participant deferral / active EE | $6,598 | $6,537+0.9% | $7,418-11.1% | $4,125+60.0% |
| Admin fee / account holder | $7,505 | $5,326+40.9% | $7,231+3.8% | $5,651+32.8% |