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 | $117,272 | $117,841-0.5% | $102,423+14.5% | $145,922-19.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 6.77% | 31.65%-24.9pp | 29.32%-22.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,913 | $3,615-47.1% | $3,023-36.7% | $4,660-58.9% |
| Participant deferral / active EE | $6,787 | $5,731+18.4% | $5,053+34.3% | $6,688+1.5% |
| Admin fee / account holder | $7,764 | $13,326-41.7% | $9,451-17.9% | $13,397-42.0% |