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 | $85,467 | $138,347-38.2% | $184,203-53.6% | $80,856+5.7% |
| Participation rate | 79.6% | 83.9%-4.3pp | 86.8%-7.2pp | 67.6%+12.0pp |
| Annual return | 6.32% | 20.02%-13.7pp | 28.81%-22.5pp | 35.59%-29.3pp |
| Employer contribution / active EE | $2,446 | $4,850-49.6% | $6,427-61.9% | $2,755-11.2% |
| Participant deferral / active EE | $6,239 | $7,071-11.8% | $9,131-31.7% | $4,296+45.2% |
| Admin fee / account holder | $4,655 | $10,483-55.6% | $13,901-66.5% | $6,918-32.7% |