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 | $120,586 | $165,335-27.1% | $149,696-19.4% | $158,922-24.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 7.70% | 348.15%-340.4pp | 276.60%-268.9pp | 302.83%-295.1pp |
| Employer contribution / active EE | $3,660 | $5,103-28.3% | $4,644-21.2% | $4,761-23.1% |
| Participant deferral / active EE | $11,339 | $7,181+57.9% | $6,842+65.7% | $5,982+89.6% |
| Admin fee / account holder | $1,235 | $10,807-88.6% | $9,309-86.7% | $11,246-89.0% |