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 | $148,871 | $209,336-28.9% | $197,124-24.5% | $137,256+8.5% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 10.06% | 48.09%-38.0pp | 44.34%-34.3pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,114 | $6,591-52.7% | $6,227-50.0% | $4,156-25.1% |
| Participant deferral / active EE | $12,011 | $9,614+24.9% | $9,135+31.5% | $6,407+87.5% |
| Admin fee / account holder | $10,475 | $17,308-39.5% | $16,298-35.7% | $12,270-14.6% |