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 | $84,129 | $93,571-10.1% | $135,903-38.1% | $75,163+11.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.8pp | 67.2%+19.5pp |
| Annual return | 12.64% | 30.90%-18.3pp | 68.23%-55.6pp | 160.62%-148.0pp |
| Employer contribution / active EE | $5,799 | $3,537+64.0% | $4,856+19.4% | $2,670+117.2% |
| Participant deferral / active EE | $5,441 | $6,404-15.0% | $7,758-29.9% | $4,125+31.9% |
| Admin fee / account holder | $4,881 | $6,975-30.0% | $10,762-54.6% | $5,651-13.6% |