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 | $206,500 | $117,983+75.0% | $101,794+102.9% | $142,382+45.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 8.09% | 36.92%-28.8pp | 30.53%-22.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $3,280 | $2,773+18.3% | $2,289+43.3% | $4,299-23.7% |
| Participant deferral / active EE | $7,351 | $4,714+56.0% | $4,084+80.0% | $6,507+13.0% |
| Admin fee / account holder | $975 | $10,433-90.7% | $8,777-88.9% | $12,624-92.3% |