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 | $121,974 | $63,346+92.6% | $92,233+32.2% | $70,131+73.9% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 10.89% | 530.12%-519.2pp | 176.28%-165.4pp | 73.14%-62.3pp |
| Employer contribution / active EE | $2,557 | $2,471+3.5% | $3,679-30.5% | $2,342+9.2% |
| Participant deferral / active EE | $6,812 | $2,854+138.7% | $3,897+74.8% | $3,332+104.4% |
| Admin fee / account holder | $973 | $3,840-74.7% | $5,194-81.3% | $4,645-79.0% |