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 | $109,797 | $137,414-20.1% | $189,513-42.1% | $85,850+27.9% |
| Participation rate | 87.1% | 84.6%+2.5pp | 87.8%-0.7pp | 69.3%+17.8pp |
| Annual return | 10.99% | 38.14%-27.2pp | 555.15%-544.2pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,284 | $4,344-24.4% | $6,162-46.7% | $2,565+28.0% |
| Participant deferral / active EE | $3,787 | $6,260-39.5% | $8,221-53.9% | $3,952-4.2% |
| Admin fee / account holder | $8,254 | $8,630-4.3% | $12,045-31.5% | $6,260+31.9% |