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 | $96,221 | $99,918-3.7% | $81,382+18.2% | $145,922-34.1% |
| Participation rate | 78.6% | 74.2%+4.4pp | 69.5%+9.1pp | 80.3%-1.7pp |
| Annual return | 5.19% | 34.32%-29.1pp | 24.73%-19.5pp | 561.29%-556.1pp |
| Employer contribution / active EE | $2,286 | $2,978-23.2% | $2,463-7.2% | $4,660-50.9% |
| Participant deferral / active EE | $5,697 | $4,605+23.7% | $3,883+46.7% | $6,688-14.8% |
| Admin fee / account holder | $351 | $8,212-95.7% | $5,768-93.9% | $13,397-97.4% |