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 | $62,472 | $54,705+14.2% | $71,209-12.3% | $84,808-26.3% |
| Participation rate | 94.3% | 64.1%+30.2pp | 73.8%+20.5pp | 68.3%+26.0pp |
| Annual return | 11.58% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,429 | $2,158+12.6% | $2,721-10.7% | $2,631-7.7% |
| Participant deferral / active EE | $4,722 | $3,030+55.8% | $4,175+13.1% | $4,212+12.1% |
| Admin fee / account holder | $1,247 | $4,863-74.4% | $5,349-76.7% | $7,344-83.0% |