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 | $197,454 | $127,065+55.4% | $113,168+74.5% | $142,382+38.7% |
| Participation rate | 82.6% | 79.2%+3.4pp | 76.6%+6.0pp | 80.1%+2.5pp |
| Annual return | 7.44% | 24.03%-16.6pp | 24.27%-16.8pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,674 | $3,442-22.3% | $2,975-10.1% | $4,299-37.8% |
| Participant deferral / active EE | $4,558 | $5,716-20.3% | $5,107-10.7% | $6,507-30.0% |
| Admin fee / account holder | $7,110 | $15,736-54.8% | $12,068-41.1% | $12,624-43.7% |