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 | $130,320 | $65,041+100.4% | $90,951+43.3% | $79,858+63.2% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.0%+6.0pp | 69.6%+5.4pp |
| Annual return | 9.62% | 30.45%-20.8pp | 134.60%-125.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $2,344 | $1,247+88.0% | $2,122+10.5% | $2,471-5.1% |
| Participant deferral / active EE | $6,519 | $2,512+159.5% | $3,373+93.3% | $3,740+74.3% |
| Admin fee / account holder | $1,607 | $4,536-64.6% | $5,959-73.0% | $5,306-69.7% |