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 | $93,715 | $98,750-5.1% | $149,696-37.4% | $79,858+17.4% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 9.76% | 27.43%-17.7pp | 276.60%-266.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,914 | $3,216+21.7% | $4,644-15.7% | $2,471+58.4% |
| Participant deferral / active EE | $8,614 | $5,680+51.7% | $6,842+25.9% | $3,740+130.3% |
| Admin fee / account holder | $5,297 | $6,053-12.5% | $9,309-43.1% | $5,306-0.2% |