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 | $159,103 | $114,381+39.1% | $107,525+48.0% | $142,382+11.7% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 11.14% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $2,298 | $4,015-42.8% | $3,754-38.8% | $4,299-46.5% |
| Participant deferral / active EE | $9,943 | $5,564+78.7% | $5,116+94.4% | $6,507+52.8% |
| Admin fee / account holder | $4,470 | $9,860-54.7% | $8,919-49.9% | $12,624-64.6% |