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 | $112,519 | $89,753+25.4% | $107,525+4.6% | $84,808+32.7% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 12.59% | 29.48%-16.9pp | 181.32%-168.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,705 | $3,113-45.2% | $3,754-54.6% | $2,631-35.2% |
| Participant deferral / active EE | $2,866 | $4,056-29.3% | $5,116-44.0% | $4,212-32.0% |
| Admin fee / account holder | $2,111 | $7,222-70.8% | $8,919-76.3% | $7,344-71.3% |