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 | $92,700 | $88,672+4.5% | $105,223-11.9% | $82,448+12.4% |
| Participation rate | 72.2% | 67.9%+4.3pp | 75.0%-2.8pp | 68.1%+4.2pp |
| Annual return | 12.20% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $3,850 | $3,048+26.3% | $3,689+4.4% | $2,551+50.9% |
| Participant deferral / active EE | $8,056 | $4,036+99.6% | $5,072+58.8% | $4,139+94.6% |
| Admin fee / account holder | $10,216 | $7,146+43.0% | $8,859+15.3% | $7,234+41.2% |