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 | $86,359 | $70,669+22.2% | $169,368-49.0% | $75,163+14.9% |
| Participation rate | 84.4% | 64.8%+19.7pp | 77.1%+7.3pp | 67.2%+17.3pp |
| Annual return | 12.08% | 36.36%-24.3pp | 405.60%-393.5pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,589 | $2,211-28.1% | $4,013-60.4% | $2,670-40.5% |
| Participant deferral / active EE | $5,378 | $4,311+24.8% | $6,221-13.6% | $4,125+30.4% |
| Admin fee / account holder | $1,551 | $5,402-71.3% | $9,003-82.8% | $5,651-72.5% |