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 4-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 | $87,673 | $91,552-4.2% | $133,956-34.6% | $79,858+9.8% |
| Participation rate | 89.2% | 73.3%+15.8pp | 79.8%+9.4pp | 69.6%+19.6pp |
| Annual return | 6.18% | 61.85%-55.7pp | 45.09%-38.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $711 | $2,384-70.2% | $3,919-81.8% | $2,471-71.2% |
| Participant deferral / active EE | $6,088 | $3,733+63.1% | $5,048+20.6% | $3,740+62.8% |
| Admin fee / account holder | $9,833 | $6,321+55.6% | $8,927+10.2% | $5,306+85.3% |