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 | $93,401 | $77,314+20.8% | $177,989-47.5% | $80,856+15.5% |
| Participation rate | 70.4% | 65.7%+4.7pp | 77.1%-6.7pp | 67.6%+2.7pp |
| Annual return | 10.23% | 18.09%-7.9pp | 294.48%-284.3pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,493 | $2,292+8.8% | $3,949-36.9% | $2,755-9.5% |
| Participant deferral / active EE | $3,276 | $4,411-25.7% | $6,276-47.8% | $4,296-23.8% |
| Admin fee / account holder | $9,422 | $7,191+31.0% | $10,363-9.1% | $6,918+36.2% |