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 | $237,328 | $162,781+45.8% | $133,956+77.2% | $158,922+49.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 1.47% | 41.94%-40.5pp | 45.09%-43.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,646 | $4,975-46.8% | $3,919-32.5% | $4,761-44.4% |
| Participant deferral / active EE | $6,458 | $5,911+9.3% | $5,048+27.9% | $5,982+8.0% |
| Admin fee / account holder | $12,130 | $11,736+3.4% | $8,927+35.9% | $11,246+7.9% |