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 | $84,854 | $59,101+43.6% | $77,163+10.0% | $75,163+12.9% |
| Participation rate | 72.1% | 63.9%+8.2pp | 69.6%+2.5pp | 67.2%+4.9pp |
| Annual return | 12.87% | 26.71%-13.8pp | 37.87%-25.0pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,298 | $1,995+15.2% | $2,535-9.3% | $2,670-13.9% |
| Participant deferral / active EE | $1,670 | $2,999-44.3% | $3,833-56.4% | $4,125-59.5% |
| Admin fee / account holder | $5,864 | $4,774+22.8% | $5,472+7.2% | $5,651+3.8% |