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 | $87,672 | $96,484-9.1% | $75,886+15.5% | $152,861-42.6% |
| Participation rate | 76.5% | 76.2%+0.3pp | 69.3%+7.2pp | 82.4%-6.0pp |
| Annual return | 11.51% | 33.98%-22.5pp | 30.76%-19.2pp | 345.32%-333.8pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,272 | $4,553-50.1% | $3,603-36.9% | $5,850-61.2% |
| Admin fee / account holder | $5,055 | $8,078-37.4% | $5,418-6.7% | $11,596-56.4% |