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 | $234,866 | $111,814+110.1% | $103,374+127.2% | $145,959+60.9% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 8.82% | 24.77%-15.9pp | 24.89%-16.1pp | 561.95%-553.1pp |
| Employer contribution / active EE | $2,302 | $4,214-45.4% | $3,869-40.5% | $4,661-50.6% |
| Participant deferral / active EE | $7,404 | $5,618+31.8% | $5,058+46.4% | $6,689+10.7% |
| Admin fee / account holder | $2,229 | $9,754-77.1% | $8,394-73.4% | $13,398-83.4% |