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 | $70,424 | $98,750-28.7% | $149,696-53.0% | $79,858-11.8% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 9.35% | 27.43%-18.1pp | 276.60%-267.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,575 | $3,216-51.0% | $4,644-66.1% | $2,471-36.2% |
| Participant deferral / active EE | $4,847 | $5,680-14.7% | $6,842-29.1% | $3,740+29.6% |
| Admin fee / account holder | $4,194 | $6,053-30.7% | $9,309-54.9% | $5,306-21.0% |