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 | $89,190 | $74,888+19.1% | $71,209+25.3% | $142,382-37.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 3.61% | 345.14%-341.5pp | 282.51%-278.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,838 | $2,854-35.6% | $2,721-32.5% | $4,299-57.3% |
| Participant deferral / active EE | $8,659 | $4,454+94.4% | $4,175+107.4% | $6,507+33.1% |
| Admin fee / account holder | $2,591 | $5,568-53.5% | $5,349-51.6% | $12,624-79.5% |