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 | $81,016 | $85,766-5.5% | $136,294-40.6% | $70,131+15.5% |
| Participation rate | 76.0% | 74.2%+1.8pp | 81.9%-5.9pp | 69.5%+6.5pp |
| Annual return | 13.10% | 31.45%-18.4pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $686 | $2,966-76.9% | $4,695-85.4% | $2,342-70.7% |
| Participant deferral / active EE | $2,888 | $5,051-42.8% | $6,247-53.8% | $3,332-13.3% |
| Admin fee / account holder | $537 | $5,420-90.1% | $9,243-94.2% | $4,645-88.4% |