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 | $82,259 | $98,750-16.7% | $149,696-45.0% | $79,858+3.0% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 11.56% | 27.43%-15.9pp | 276.60%-265.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,796 | $3,216-44.2% | $4,644-61.3% | $2,471-27.3% |
| Participant deferral / active EE | $4,462 | $5,680-21.4% | $6,842-34.8% | $3,740+19.3% |
| Admin fee / account holder | $12,113 | $6,053+100.1% | $9,309+30.1% | $5,306+128.3% |