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 | $210,303 | $197,591+6.4% | $177,821+18.3% | $158,922+32.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 5.27% | 58.76%-53.5pp | 48.32%-43.1pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,856 | $6,697-57.4% | $5,918-51.7% | $4,761-40.0% |
| Participant deferral / active EE | $7,538 | $8,405-10.3% | $7,714-2.3% | $5,982+26.0% |
| Admin fee / account holder | $1,752 | $15,399-88.6% | $12,427-85.9% | $11,246-84.4% |