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 | $88,002 | $89,355-1.5% | $141,162-37.7% | $72,985+20.6% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 7.70% | 111.85%-104.2pp | 71.39%-63.7pp | 81.00%-73.3pp |
| Employer contribution / active EE | $2,667 | $3,114-14.4% | $4,735-43.7% | $2,440+9.3% |
| Participant deferral / active EE | $5,082 | $5,418-6.2% | $6,709-24.3% | $3,607+40.9% |
| Admin fee / account holder | $788 | $5,958-86.8% | $10,261-92.3% | $5,124-84.6% |