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 | $185,974 | $88,672+109.7% | $105,223+76.7% | $82,448+125.6% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 8.22% | 30.86%-22.6pp | 180.65%-172.4pp | 41.64%-33.4pp |
| Employer contribution / active EE | $3,229 | $3,048+5.9% | $3,689-12.5% | $2,551+26.6% |
| Participant deferral / active EE | $7,342 | $4,036+81.9% | $5,072+44.8% | $4,139+77.4% |
| Admin fee / account holder | $9,603 | $7,146+34.4% | $8,859+8.4% | $7,234+32.7% |