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 | $133,602 | $98,750+35.3% | $149,696-10.8% | $79,858+67.3% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 8.46% | 27.43%-19.0pp | 276.60%-268.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,181 | $3,216-63.3% | $4,644-74.6% | $2,471-52.2% |
| Participant deferral / active EE | $4,140 | $5,680-27.1% | $6,842-39.5% | $3,740+10.7% |
| Admin fee / account holder | $973 | $6,053-83.9% | $9,309-89.6% | $5,306-81.7% |