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 | $132,815 | $89,753+48.0% | $107,525+23.5% | $84,808+56.6% |
| Participation rate | 90.3% | 68.1%+22.3pp | 75.1%+15.2pp | 68.3%+22.0pp |
| Annual return | 11.29% | 29.48%-18.2pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,548 | $3,113-18.2% | $3,754-32.1% | $2,631-3.2% |
| Participant deferral / active EE | $5,570 | $4,056+37.3% | $5,116+8.9% | $4,212+32.3% |
| Admin fee / account holder | $21,096 | $7,222+192.1% | $8,919+136.5% | $7,344+187.3% |