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 | $220,295 | $214,378+2.8% | $200,582+9.8% | $142,382+54.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 10.90% | 46.41%-35.5pp | 42.33%-31.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,985 | $6,841-56.4% | $6,419-53.5% | $4,299-30.6% |
| Participant deferral / active EE | $6,030 | $9,865-38.9% | $9,331-35.4% | $6,507-7.3% |
| Admin fee / account holder | $5,783 | $17,692-67.3% | $16,305-64.5% | $12,624-54.2% |