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 | $198,774 | $214,378-7.3% | $200,582-0.9% | $142,382+39.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 4.56% | 46.41%-41.8pp | 42.33%-37.8pp | 217.08%-212.5pp |
| Employer contribution / active EE | $2,003 | $6,841-70.7% | $6,419-68.8% | $4,299-53.4% |
| Participant deferral / active EE | $7,761 | $9,865-21.3% | $9,331-16.8% | $6,507+19.3% |
| Admin fee / account holder | $25,260 | $17,692+42.8% | $16,305+54.9% | $12,624+100.1% |