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 | $77,210 | $125,758-38.6% | $169,993-54.6% | $75,163+2.7% |
| Participation rate | 80.7% | 83.6%-2.9pp | 87.0%-6.3pp | 67.2%+13.5pp |
| Annual return | 12.01% | 27.20%-15.2pp | 53.37%-41.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $3,712 | $4,615-19.6% | $6,785-45.3% | $2,670+39.0% |
| Participant deferral / active EE | $4,468 | $6,837-34.6% | $10,408-57.1% | $4,125+8.3% |
| Admin fee / account holder | $3,452 | $8,173-57.8% | $12,815-73.1% | $5,651-38.9% |