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 | $97,162 | $146,267-33.6% | $197,124-50.7% | $82,448+17.8% |
| Participation rate | 79.3% | 84.0%-4.7pp | 86.7%-7.4pp | 68.1%+11.2pp |
| Annual return | 11.26% | 29.61%-18.4pp | 44.34%-33.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,492 | $4,723-47.2% | $6,227-60.0% | $2,551-2.3% |
| Participant deferral / active EE | $4,036 | $7,035-42.6% | $9,135-55.8% | $4,139-2.5% |
| Admin fee / account holder | $1,691 | $14,422-88.3% | $16,298-89.6% | $7,234-76.6% |