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 | $92,846 | $109,881-15.5% | $150,045-38.1% | $84,808+9.5% |
| Participation rate | 74.2% | 76.1%-1.8pp | 82.3%-8.1pp | 68.3%+5.9pp |
| Annual return | 8.54% | 28.25%-19.7pp | 62.55%-54.0pp | 40.90%-32.4pp |
| Employer contribution / active EE | $2,295 | $3,561-35.6% | $4,693-51.1% | $2,631-12.8% |
| Participant deferral / active EE | $5,529 | $6,636-16.7% | $7,997-30.9% | $4,212+31.3% |
| Admin fee / account holder | $1,918 | $8,568-77.6% | $13,435-85.7% | $7,344-73.9% |