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 | $76,317 | $80,717-5.5% | $154,803-50.7% | $84,808-10.0% |
| Participation rate | 71.1% | 66.8%+4.2pp | 78.1%-7.0pp | 68.3%+2.7pp |
| Annual return | 10.82% | 37.96%-27.1pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,092 | $2,761-24.2% | $4,305-51.4% | $2,631-20.5% |
| Participant deferral / active EE | $5,350 | $3,303+62.0% | $5,540-3.4% | $4,212+27.0% |
| Admin fee / account holder | $649 | $6,746-90.4% | $14,329-95.5% | $7,344-91.2% |