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 | $77,861 | $85,766-9.2% | $136,294-42.9% | $70,131+11.0% |
| Participation rate | 97.3% | 74.2%+23.1pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 10.02% | 31.45%-21.4pp | 5155.94%-5145.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $6,738 | $2,966+127.2% | $4,695+43.5% | $2,342+187.7% |
| Participant deferral / active EE | $6,952 | $5,051+37.6% | $6,247+11.3% | $3,332+108.7% |
| Admin fee / account holder | $2,439 | $5,420-55.0% | $9,243-73.6% | $4,645-47.5% |