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 | $163,610 | $157,256+4.0% | $141,162+15.9% | $152,861+7.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 3.92% | 64.32%-60.4pp | 71.39%-67.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $2,682 | $5,261-49.0% | $4,735-43.4% | $4,762-43.7% |
| Participant deferral / active EE | $6,209 | $7,109-12.7% | $6,709-7.5% | $5,850+6.1% |
| Admin fee / account holder | $9,060 | $12,120-25.2% | $10,261-11.7% | $11,596-21.9% |