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 | $86,908 | $109,881-20.9% | $150,045-42.1% | $84,808+2.5% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 11.97% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,635 | $3,561-54.1% | $4,693-65.2% | $2,631-37.9% |
| Participant deferral / active EE | $3,981 | $6,636-40.0% | $7,997-50.2% | $4,212-5.5% |
| Admin fee / account holder | $1,266 | $8,568-85.2% | $13,435-90.6% | $7,344-82.8% |