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 | $62,829 | $93,571-32.9% | $135,903-53.8% | $75,163-16.4% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 14.56% | 30.90%-16.3pp | 68.23%-53.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,365 | $3,537-61.4% | $4,856-71.9% | $2,670-48.9% |
| Participant deferral / active EE | $5,225 | $6,404-18.4% | $7,758-32.7% | $4,125+26.7% |
| Admin fee / account holder | $1,049 | $6,975-85.0% | $10,762-90.3% | $5,651-81.4% |