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 | $242,136 | $238,490+1.5% | $180,183+34.4% | $142,382+70.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 3.22% | 33.56%-30.3pp | 27.86%-24.6pp | 217.08%-213.9pp |
| Employer contribution / active EE | $6,217 | $6,143+1.2% | $5,039+23.4% | $4,299+44.6% |
| Participant deferral / active EE | $17,238 | $7,996+115.6% | $6,822+152.7% | $6,507+164.9% |
| Admin fee / account holder | $1,060 | $28,866-96.3% | $19,975-94.7% | $12,624-91.6% |