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 | $170,723 | $99,985+70.7% | $146,665+16.4% | $85,850+98.9% |
| Participation rate | 90.0% | 73.1%+16.9pp | 80.1%+9.9pp | 69.3%+20.7pp |
| Annual return | 10.44% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $2,819 | $2,559+10.2% | $4,136-31.8% | $2,565+9.9% |
| Participant deferral / active EE | $5,530 | $4,006+38.1% | $5,506+0.4% | $3,952+39.9% |
| Admin fee / account holder | $1,841 | $7,702-76.1% | $10,280-82.1% | $6,260-70.6% |