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 | $84,064 | $84,233-0.2% | $170,442-50.7% | $70,131+19.9% |
| Participation rate | 70.9% | 70.8%+0.1pp | 83.6%-12.7pp | 69.5%+1.3pp |
| Annual return | 11.07% | 23.06%-12.0pp | 205.93%-194.9pp | 73.14%-62.1pp |
| Employer contribution / active EE | $558 | $3,387-83.5% | $5,433-89.7% | $2,342-76.2% |
| Participant deferral / active EE | $3,725 | $3,086+20.7% | $4,939-24.6% | $3,332+11.8% |
| Admin fee / account holder | $1,825 | $5,698-68.0% | $13,880-86.8% | $4,645-60.7% |