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 | $159,197 | $93,571+70.1% | $135,903+17.1% | $75,163+111.8% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 12.18% | 30.90%-18.7pp | 68.23%-56.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $4,086 | $3,537+15.5% | $4,856-15.9% | $2,670+53.0% |
| Participant deferral / active EE | $8,324 | $6,404+30.0% | $7,758+7.3% | $4,125+101.8% |
| Admin fee / account holder | $3,838 | $6,975-45.0% | $10,762-64.3% | $5,651-32.1% |