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 | $66,567 | $65,409+1.8% | $98,442-32.4% | $85,850-22.5% |
| Participation rate | 77.4% | 65.0%+12.4pp | 73.3%+4.1pp | 69.3%+8.1pp |
| Annual return | 10.90% | 21.76%-10.9pp | 1492.73%-1481.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $3,041 | $2,168+40.3% | $2,960+2.7% | $2,565+18.6% |
| Participant deferral / active EE | $3,495 | $3,166+10.4% | $4,276-18.3% | $3,952-11.6% |
| Admin fee / account holder | $7,347 | $4,593+60.0% | $5,949+23.5% | $6,260+17.4% |