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 | $75,414 | $89,355-15.6% | $141,162-46.6% | $72,985+3.3% |
| Participation rate | 75.9% | 75.1%+0.7pp | 82.5%-6.6pp | 69.5%+6.4pp |
| Annual return | 11.66% | 111.85%-100.2pp | 71.39%-59.7pp | 81.00%-69.3pp |
| Employer contribution / active EE | $2,039 | $3,114-34.5% | $4,735-56.9% | $2,440-16.4% |
| Participant deferral / active EE | $5,923 | $5,418+9.3% | $6,709-11.7% | $3,607+64.2% |
| Admin fee / account holder | $733 | $5,958-87.7% | $10,261-92.9% | $5,124-85.7% |