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 | $63,512 | $62,672+1.3% | $185,117-65.7% | $70,131-9.4% |
| Participation rate | 84.6% | 63.8%+20.8pp | 77.3%+7.4pp | 69.5%+15.1pp |
| Annual return | 8.49% | 40.79%-32.3pp | 40.50%-32.0pp | 73.14%-64.6pp |
| Employer contribution / active EE | $3,138 | $1,753+79.0% | $4,182-25.0% | $2,342+34.0% |
| Participant deferral / active EE | $4,601 | $3,272+40.6% | $5,045-8.8% | $3,332+38.1% |
| Admin fee / account holder | $1,254 | $3,932-68.1% | $8,159-84.6% | $4,645-73.0% |