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 | $157,027 | $55,706+181.9% | $75,886+106.9% | $72,985+115.2% |
| Participation rate | 82.8% | 61.1%+21.6pp | 69.3%+13.5pp | 69.5%+13.3pp |
| Annual return | 6.40% | 27.59%-21.2pp | 30.76%-24.4pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,212 | $1,687-28.1% | $2,500-51.5% | $2,440-50.3% |
| Participant deferral / active EE | $7,176 | $2,634+172.5% | $3,603+99.2% | $3,607+98.9% |
| Admin fee / account holder | $2,080 | $3,978-47.7% | $5,418-61.6% | $5,124-59.4% |