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 | $69,355 | $79,944-13.2% | $98,439-29.5% | $75,163-7.7% |
| Participation rate | 72.7% | 70.4%+2.4pp | 75.2%-2.4pp | 67.2%+5.5pp |
| Annual return | 11.03% | 19.75%-8.7pp | 21.16%-10.1pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,076 | $2,264-52.5% | $3,048-64.7% | $2,670-59.7% |
| Participant deferral / active EE | $4,807 | $3,752+28.1% | $4,738+1.5% | $4,125+16.5% |
| Admin fee / account holder | $5,551 | $6,840-18.8% | $8,948-38.0% | $5,651-1.8% |