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 | $235,319 | $135,952+73.1% | $123,892+89.9% | $273,961-14.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.29% | 56.63%-54.3pp | 47.52%-45.2pp | 41.45%-39.2pp |
| Employer contribution / active EE | $4,497 | $5,170-13.0% | $4,617-2.6% | $4,869-7.6% |
| Participant deferral / active EE | $6,848 | $6,343+8.0% | $5,984+14.4% | $5,287+29.5% |
| Admin fee / account holder | $4,916 | $9,817-49.9% | $8,357-41.2% | $10,132-51.5% |