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 | $123,617 | $89,753+37.7% | $107,525+15.0% | $84,808+45.8% |
| Participation rate | 72.5% | 68.1%+4.4pp | 75.1%-2.6pp | 68.3%+4.2pp |
| Annual return | 12.24% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,457 | $3,113-21.1% | $3,754-34.5% | $2,631-6.6% |
| Participant deferral / active EE | $4,522 | $4,056+11.5% | $5,116-11.6% | $4,212+7.4% |
| Admin fee / account holder | $4,573 | $7,222-36.7% | $8,919-48.7% | $7,344-37.7% |