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 | $161,205 | $99,985+61.2% | $146,665+9.9% | $85,850+87.8% |
| Participation rate | 82.1% | 73.1%+9.1pp | 80.1%+2.1pp | 69.3%+12.8pp |
| Annual return | 8.51% | 18.93%-10.4pp | 22.74%-14.2pp | 318.53%-310.0pp |
| Employer contribution / active EE | $1,653 | $2,559-35.4% | $4,136-60.0% | $2,565-35.6% |
| Participant deferral / active EE | $3,791 | $4,006-5.4% | $5,506-31.1% | $3,952-4.1% |
| Admin fee / account holder | $8,588 | $7,702+11.5% | $10,280-16.5% | $6,260+37.2% |