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 | $117,189 | $114,381+2.5% | $107,525+9.0% | $142,382-17.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.25% | 242.71%-231.5pp | 181.32%-170.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,421 | $4,015-39.7% | $3,754-35.5% | $4,299-43.7% |
| Participant deferral / active EE | $6,669 | $5,564+19.9% | $5,116+30.4% | $6,507+2.5% |
| Admin fee / account holder | $2,730 | $9,860-72.3% | $8,919-69.4% | $12,624-78.4% |