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 | $167,832 | $108,919+54.1% | $100,391+67.2% | $145,922+15.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 8.57% | 57.88%-49.3pp | 49.20%-40.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,069 | $4,419-30.6% | $3,942-22.1% | $4,660-34.1% |
| Participant deferral / active EE | $8,178 | $8,445-3.2% | $8,082+1.2% | $6,688+22.3% |
| Admin fee / account holder | $2,634 | $9,689-72.8% | $7,899-66.7% | $13,397-80.3% |