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 | $114,994 | $107,334+7.1% | $92,893+23.8% | $152,861-24.8% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 9.01% | 145.58%-136.6pp | 109.41%-100.4pp | 345.32%-336.3pp |
| Employer contribution / active EE | $808 | $4,221-80.9% | $3,653-77.9% | $4,762-83.0% |
| Participant deferral / active EE | $5,034 | $4,845+3.9% | $4,236+18.8% | $5,850-13.9% |
| Admin fee / account holder | $1,486 | $7,079-79.0% | $5,794-74.4% | $11,596-87.2% |