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 | $78,054 | $85,766-9.0% | $136,294-42.7% | $70,131+11.3% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 13.61% | 31.45%-17.8pp | 5155.94%-5142.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $822 | $2,966-72.3% | $4,695-82.5% | $2,342-64.9% |
| Participant deferral / active EE | $3,422 | $5,051-32.3% | $6,247-45.2% | $3,332+2.7% |
| Admin fee / account holder | $1,670 | $5,420-69.2% | $9,243-81.9% | $4,645-64.0% |