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 | $84,250 | $135,952-38.0% | $123,892-32.0% | $273,961-69.2% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.67% | 56.63%-53.0pp | 47.52%-43.9pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,289 | $5,170-55.7% | $4,617-50.4% | $4,869-53.0% |
| Participant deferral / active EE | $10,444 | $6,343+64.7% | $5,984+74.5% | $5,287+97.5% |
| Admin fee / account holder | $2,985 | $9,817-69.6% | $8,357-64.3% | $10,132-70.5% |