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 | $167,178 | $152,587+9.6% | $125,175+33.6% | $152,861+9.4% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 3.32% | 54.84%-51.5pp | 43.79%-40.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $2,476 | $4,946-49.9% | $3,865-35.9% | $4,762-48.0% |
| Participant deferral / active EE | $5,859 | $5,868-0.1% | $4,937+18.7% | $5,850+0.2% |
| Admin fee / account holder | $16,303 | $13,434+21.4% | $9,702+68.0% | $11,596+40.6% |