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 | $84,789 | $51,175+65.7% | $70,515+20.2% | $75,163+12.8% |
| Participation rate | 86.1% | 60.9%+25.2pp | 68.3%+17.8pp | 67.2%+18.9pp |
| Annual return | 9.50% | 30.02%-20.5pp | 32.77%-23.3pp | 160.62%-151.1pp |
| Employer contribution / active EE | $1,052 | $1,826-42.4% | $2,973-64.6% | $2,670-60.6% |
| Participant deferral / active EE | $5,152 | $2,849+80.8% | $4,567+12.8% | $4,125+24.9% |
| Admin fee / account holder | $5,173 | $4,091+26.5% | $6,412-19.3% | $5,651-8.5% |