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 | $79,965 | $98,750-19.0% | $149,696-46.6% | $79,858+0.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 12.04% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $4,277 | $3,216+33.0% | $4,644-7.9% | $2,471+73.1% |
| Participant deferral / active EE | $8,055 | $5,680+41.8% | $6,842+17.7% | $3,740+115.4% |
| Admin fee / account holder | $634 | $6,053-89.5% | $9,309-93.2% | $5,306-88.0% |