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 | $185,877 | $159,602+16.5% | $150,045+23.9% | $142,382+30.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 10.18% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,116 | $4,961-57.4% | $4,693-54.9% | $4,299-50.8% |
| Participant deferral / active EE | $6,464 | $8,310-22.2% | $7,997-19.2% | $6,507-0.7% |
| Admin fee / account holder | $11,863 | $14,846-20.1% | $13,435-11.7% | $12,624-6.0% |