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 | $85,287 | $89,355-4.6% | $141,162-39.6% | $72,985+16.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 15.48% | 111.85%-96.4pp | 71.39%-55.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $1,409 | $3,114-54.8% | $4,735-70.2% | $2,440-42.3% |
| Participant deferral / active EE | $3,546 | $5,418-34.5% | $6,709-47.1% | $3,607-1.7% |
| Admin fee / account holder | $646 | $5,958-89.2% | $10,261-93.7% | $5,124-87.4% |