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 | $170,108 | $78,672+116.2% | $109,143+55.9% | $85,850+98.1% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 9.87% | 25.09%-15.2pp | 25.75%-15.9pp | 318.53%-308.7pp |
| Employer contribution / active EE | $2,182 | $2,735-20.2% | $3,722-41.4% | $2,565-15.0% |
| Participant deferral / active EE | $3,891 | $3,467+12.2% | $4,653-16.4% | $3,952-1.5% |
| Admin fee / account holder | $1,069 | $5,469-80.5% | $6,752-84.2% | $6,260-82.9% |