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 | $104,581 | $109,881-4.8% | $150,045-30.3% | $84,808+23.3% |
| Participation rate | 72.4% | 76.1%-3.7pp | 82.3%-9.9pp | 68.3%+4.1pp |
| Annual return | 13.57% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,235 | $3,561-37.2% | $4,693-52.4% | $2,631-15.1% |
| Participant deferral / active EE | $4,405 | $6,636-33.6% | $7,997-44.9% | $4,212+4.6% |
| Admin fee / account holder | $5,384 | $8,568-37.2% | $13,435-59.9% | $7,344-26.7% |