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 | $81,634 | $93,571-12.8% | $135,903-39.9% | $75,163+8.6% |
| Participation rate | 72.9% | 75.2%-2.3pp | 81.9%-9.0pp | 67.2%+5.7pp |
| Annual return | 14.27% | 30.90%-16.6pp | 68.23%-54.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,515 | $3,537-28.9% | $4,856-48.2% | $2,670-5.8% |
| Participant deferral / active EE | $4,537 | $6,404-29.2% | $7,758-41.5% | $4,125+10.0% |
| Admin fee / account holder | $438 | $6,975-93.7% | $10,762-95.9% | $5,651-92.2% |