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 | $53,518 | $86,922-38.4% | $102,438-47.8% | $80,874-33.8% |
| Participation rate | 72.1% | 72.4%-0.3pp | 76.5%-4.4pp | 67.6%+4.4pp |
| Annual return | 9.84% | 18.90%-9.1pp | 29.37%-19.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $5,598 | $2,369+136.3% | $3,024+85.1% | $2,756+103.1% |
| Participant deferral / active EE | $5,671 | $4,119+37.7% | $5,054+12.2% | $4,297+32.0% |
| Admin fee / account holder | $7,184 | $8,050-10.8% | $9,448-24.0% | $6,935+3.6% |