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 | $68,412 | $65,041+5.2% | $90,951-24.8% | $79,858-14.3% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.0%+19.9pp | 69.6%+19.3pp |
| Annual return | 9.67% | 30.45%-20.8pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,353 | $1,247+88.7% | $2,122+10.9% | $2,471-4.8% |
| Participant deferral / active EE | $5,825 | $2,512+131.9% | $3,373+72.7% | $3,740+55.7% |
| Admin fee / account holder | $10,962 | $4,536+141.7% | $5,959+84.0% | $5,306+106.6% |