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 | $69,800 | $100,041-30.2% | $149,718-53.4% | $70,131-0.5% |
| Participation rate | 78.7% | 83.6%-4.9pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 12.08% | 27.43%-15.3pp | 1501.63%-1489.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,662 | $3,662-54.6% | $5,445-69.5% | $2,342-29.1% |
| Participant deferral / active EE | $3,338 | $4,983-33.0% | $6,569-49.2% | $3,332+0.2% |
| Admin fee / account holder | $490 | $8,286-94.1% | $11,283-95.7% | $4,645-89.5% |