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 | $63,277 | $98,750-35.9% | $149,696-57.7% | $79,858-20.8% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 7.74% | 27.43%-19.7pp | 276.60%-268.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,285 | $3,216-28.9% | $4,644-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $4,697 | $5,680-17.3% | $6,842-31.4% | $3,740+25.6% |
| Admin fee / account holder | $8,909 | $6,053+47.2% | $9,309-4.3% | $5,306+67.9% |