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 | $222,199 | $86,922+155.6% | $102,438+116.9% | $80,874+174.7% |
| Participation rate | 72.0% | 72.4%-0.4pp | 76.5%-4.5pp | 67.6%+4.4pp |
| Annual return | 7.68% | 18.90%-11.2pp | 29.37%-21.7pp | 35.62%-27.9pp |
| Employer contribution / active EE | $2,611 | $2,369+10.2% | $3,024-13.6% | $2,756-5.2% |
| Participant deferral / active EE | $5,436 | $4,119+32.0% | $5,054+7.6% | $4,297+26.5% |
| Admin fee / account holder | $24,896 | $8,050+209.3% | $9,448+163.5% | $6,935+259.0% |