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 | $87,809 | $98,750-11.1% | $149,696-41.3% | $79,858+10.0% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 5.25% | 27.43%-22.2pp | 276.60%-271.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $2,799 | $3,216-13.0% | $4,644-39.7% | $2,471+13.3% |
| Participant deferral / active EE | $7,167 | $5,680+26.2% | $6,842+4.7% | $3,740+91.6% |
| Admin fee / account holder | $1,659 | $6,053-72.6% | $9,309-82.2% | $5,306-68.7% |