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 | $110,020 | $124,319-11.5% | $111,297-1.1% | $167,490-34.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 6.91% | 37.44%-30.5pp | 54.65%-47.7pp | 478.56%-471.6pp |
| Employer contribution / active EE | $2,780 | $3,435-19.1% | $2,731+1.8% | $4,837-42.5% |
| Participant deferral / active EE | $6,641 | $5,180+28.2% | $4,487+48.0% | $6,341+4.7% |
| Admin fee / account holder | $2,196 | $10,618-79.3% | $7,964-72.4% | $12,309-82.2% |