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 | $92,863 | $101,724-8.7% | $164,813-43.7% | $80,856+14.8% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 9.03% | 16.72%-7.7pp | 69.93%-60.9pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,246 | $2,953-24.0% | $4,341-48.3% | $2,755-18.5% |
| Participant deferral / active EE | $3,686 | $4,477-17.7% | $6,031-38.9% | $4,296-14.2% |
| Admin fee / account holder | $13,000 | $8,227+58.0% | $12,690+2.4% | $6,918+87.9% |