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 | $134,766 | $72,277+86.5% | $101,248+33.1% | $79,858+68.8% |
| Participation rate | 70.7% | 68.5%+2.3pp | 75.8%-5.1pp | 69.6%+1.1pp |
| Annual return | 9.95% | 22.30%-12.3pp | 46.47%-36.5pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,880 | $2,692-30.1% | $3,660-48.6% | $2,471-23.9% |
| Participant deferral / active EE | $4,334 | $3,282+32.1% | $4,370-0.8% | $3,740+15.9% |
| Admin fee / account holder | $8,603 | $4,400+95.5% | $5,945+44.7% | $5,306+62.1% |