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 | $56,053+41.3% | $75,972+4.3% | $80,856-2.0% |
| Participation rate | 81.8% | 62.0%+19.8pp | 69.1%+12.8pp | 67.6%+14.2pp |
| Annual return | 9.75% | 20.53%-10.8pp | 359.55%-349.8pp | 35.59%-25.8pp |
| Employer contribution / active EE | $763 | $1,874-59.3% | $2,685-71.6% | $2,755-72.3% |
| Participant deferral / active EE | $7,098 | $3,052+132.6% | $4,255+66.8% | $4,296+65.2% |
| Admin fee / account holder | $2,710 | $5,234-48.2% | $6,467-58.1% | $6,918-60.8% |