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 | $66,883 | $80,753-17.2% | $136,294-50.9% | $62,292+7.4% |
| Participation rate | 94.4% | 73.5%+20.9pp | 81.9%+12.5pp | 69.5%+24.9pp |
| Annual return | 15.16% | 35.83%-20.7pp | 5155.94%-5140.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $4,031 | $2,884+39.8% | $4,695-14.2% | $2,042+97.4% |
| Participant deferral / active EE | $7,284 | $5,164+41.1% | $6,247+16.6% | $3,169+129.9% |
| Admin fee / account holder | $6,595 | $525+1155.2% | $9,243-28.7% | $479+1275.8% |