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 | $184,204 | $89,753+105.2% | $107,525+71.3% | $84,808+117.2% |
| Participation rate | 73.2% | 68.1%+5.2pp | 75.1%-1.9pp | 68.3%+4.9pp |
| Annual return | 11.84% | 29.48%-17.6pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,017 | $3,113-67.3% | $3,754-72.9% | $2,631-61.4% |
| Participant deferral / active EE | $4,141 | $4,056+2.1% | $5,116-19.0% | $4,212-1.7% |
| Admin fee / account holder | $1,577 | $7,222-78.2% | $8,919-82.3% | $7,344-78.5% |