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 | $200,956 | $106,584+88.5% | $101,326+98.3% | $142,382+41.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 12.06% | 36.93%-24.9pp | 36.82%-24.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,190 | $3,956+5.9% | $3,665+14.3% | $4,299-2.5% |
| Participant deferral / active EE | $9,659 | $8,297+16.4% | $7,994+20.8% | $6,507+48.4% |
| Admin fee / account holder | $970 | $11,446-91.5% | $11,185-91.3% | $12,624-92.3% |