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 | $60,060 | $91,552-34.4% | $133,956-55.2% | $79,858-24.8% |
| Participation rate | 77.9% | 73.3%+4.6pp | 79.8%-1.9pp | 69.6%+8.3pp |
| Annual return | 9.54% | 61.85%-52.3pp | 45.09%-35.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,819 | $2,384-23.7% | $3,919-53.6% | $2,471-26.4% |
| Participant deferral / active EE | $2,622 | $3,733-29.8% | $5,048-48.0% | $3,740-29.9% |
| Admin fee / account holder | $3,414 | $6,321-46.0% | $8,927-61.8% | $5,306-35.7% |