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 | $146,486 | $179,726-18.5% | $156,263-6.3% | $142,382+2.9% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 9.92% | 77.86%-67.9pp | 59.47%-49.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,515 | $5,069-50.4% | $4,333-42.0% | $4,299-41.5% |
| Participant deferral / active EE | $10,277 | $6,956+47.7% | $6,158+66.9% | $6,507+57.9% |
| Admin fee / account holder | $4,322 | $17,272-75.0% | $14,255-69.7% | $12,624-65.8% |