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 | $158,474 | $159,602-0.7% | $150,045+5.6% | $142,382+11.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 10.83% | 70.24%-59.4pp | 62.55%-51.7pp | 217.08%-206.2pp |
| Employer contribution / active EE | $3,038 | $4,961-38.8% | $4,693-35.3% | $4,299-29.3% |
| Participant deferral / active EE | $6,442 | $8,310-22.5% | $7,997-19.4% | $6,507-1.0% |
| Admin fee / account holder | $13,633 | $14,846-8.2% | $13,435+1.5% | $12,624+8.0% |