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 | $65,857 | $88,751-25.8% | $81,812-19.5% | $145,922-54.9% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.3%+23.1pp | 80.3%+15.2pp |
| Annual return | 8.75% | 1025.40%-1016.6pp | 773.79%-765.0pp | 561.29%-552.5pp |
| Employer contribution / active EE | $5,852 | $3,083+89.8% | $2,912+100.9% | $4,660+25.6% |
| Participant deferral / active EE | $4,673 | $4,643+0.6% | $4,319+8.2% | $6,688-30.1% |
| Admin fee / account holder | $435 | $8,415-94.8% | $7,386-94.1% | $13,397-96.8% |