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 | $78,004 | $172,111-54.7% | $150,298-48.1% | $137,256-43.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 10.96% | 69.37%-58.4pp | 62.79%-51.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $5,112 | $4,636+10.3% | $4,154+23.1% | $4,156+23.0% |
| Participant deferral / active EE | $7,763 | $6,166+25.9% | $5,453+42.4% | $6,407+21.2% |
| Admin fee / account holder | $11,837 | $16,471-28.1% | $14,116-16.1% | $12,270-3.5% |