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 | $137,618 | $89,753+53.3% | $107,525+28.0% | $84,808+62.3% |
| Participation rate | 89.9% | 68.1%+21.8pp | 75.1%+14.8pp | 68.3%+21.6pp |
| Annual return | 12.73% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,155 | $3,113+1.3% | $3,754-15.9% | $2,631+19.9% |
| Participant deferral / active EE | $8,921 | $4,056+119.9% | $5,116+74.4% | $4,212+111.8% |
| Admin fee / account holder | $8,001 | $7,222+10.8% | $8,919-10.3% | $7,344+8.9% |