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 | $79,229 | $56,060+41.3% | $76,002+4.2% | $80,874-2.0% |
| Participation rate | 81.8% | 62.0%+19.8pp | 69.1%+12.7pp | 67.6%+14.2pp |
| Annual return | 9.75% | 20.54%-10.8pp | 360.07%-350.3pp | 35.62%-25.9pp |
| Employer contribution / active EE | $763 | $1,873-59.2% | $2,688-71.6% | $2,756-72.3% |
| Participant deferral / active EE | $7,098 | $3,051+132.6% | $4,257+66.8% | $4,297+65.2% |
| Admin fee / account holder | $2,710 | $5,237-48.3% | $6,414-57.7% | $6,935-60.9% |