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 | $145,386 | $127,777+13.8% | $106,548+36.5% | $167,490-13.2% |
| Participation rate | 93.3% | 78.3%+15.1pp | 76.1%+17.2pp | 82.1%+11.2pp |
| Annual return | 6.37% | 33.87%-27.5pp | 26.80%-20.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $5,399 | $3,427+57.6% | $2,819+91.5% | $4,837+11.6% |
| Participant deferral / active EE | $6,983 | $5,087+37.3% | $4,398+58.8% | $6,341+10.1% |
| Admin fee / account holder | $10,327 | $11,228-8.0% | $7,407+39.4% | $12,309-16.1% |