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 | $90,796 | $89,355+1.6% | $141,162-35.7% | $72,985+24.4% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.5%-3.9pp | 69.5%+9.1pp |
| Annual return | 18.20% | 111.85%-93.6pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $3,897 | $3,114+25.1% | $4,735-17.7% | $2,440+59.7% |
| Participant deferral / active EE | $2,872 | $5,418-47.0% | $6,709-57.2% | $3,607-20.4% |
| Admin fee / account holder | $7,166 | $5,958+20.3% | $10,261-30.2% | $5,124+39.8% |