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 | $69,180 | $123,793-44.1% | $177,821-61.1% | $79,858-13.4% |
| Participation rate | 75.4% | 84.7%-9.2pp | 87.7%-12.3pp | 69.6%+5.8pp |
| Annual return | 10.71% | 22.82%-12.1pp | 48.32%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,687 | $4,095-58.8% | $5,918-71.5% | $2,471-31.7% |
| Participant deferral / active EE | $4,117 | $5,956-30.9% | $7,714-46.6% | $3,740+10.1% |
| Admin fee / account holder | $4,466 | $7,243-38.3% | $12,427-64.1% | $5,306-15.8% |