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 | $75,353 | $91,552-17.7% | $133,956-43.7% | $79,858-5.6% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 9.98% | 61.85%-51.9pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,061 | $2,384-13.5% | $3,919-47.4% | $2,471-16.6% |
| Participant deferral / active EE | $4,627 | $3,733+23.9% | $5,048-8.3% | $3,740+23.7% |
| Admin fee / account holder | $3,362 | $6,321-46.8% | $8,927-62.3% | $5,306-36.6% |