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 | $81,887 | $85,766-4.5% | $136,294-39.9% | $70,131+16.8% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 14.04% | 31.45%-17.4pp | 5155.94%-5141.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,418 | $2,966-52.2% | $4,695-69.8% | $2,342-39.5% |
| Participant deferral / active EE | $3,857 | $5,051-23.6% | $6,247-38.3% | $3,332+15.8% |
| Admin fee / account holder | $1,532 | $5,420-71.7% | $9,243-83.4% | $4,645-67.0% |