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 | $181,509 | $124,281+46.0% | $109,143+66.3% | $167,490+8.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.42% | 26.04%-17.6pp | 25.75%-17.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,480 | $4,207-64.8% | $3,722-60.2% | $4,837-69.4% |
| Participant deferral / active EE | $17,333 | $5,255+229.8% | $4,653+272.5% | $6,341+173.3% |
| Admin fee / account holder | $6,038 | $7,970-24.2% | $6,752-10.6% | $12,309-50.9% |