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 | $85,289 | $98,750-13.6% | $149,696-43.0% | $79,858+6.8% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 11.35% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,208 | $3,216-62.4% | $4,644-74.0% | $2,471-51.1% |
| Participant deferral / active EE | $4,534 | $5,680-20.2% | $6,842-33.7% | $3,740+21.2% |
| Admin fee / account holder | $16,327 | $6,053+169.8% | $9,309+75.4% | $5,306+207.7% |