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 | $31,753 | $183,519-82.7% | $155,509-79.6% | $145,922-78.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 7.91% | 61.17%-53.3pp | 64.67%-56.8pp | 561.29%-553.4pp |
| Employer contribution / active EE | $3,209 | $5,313-39.6% | $4,672-31.3% | $4,660-31.1% |
| Participant deferral / active EE | $6,117 | $6,462-5.3% | $5,626+8.7% | $6,688-8.5% |
| Admin fee / account holder | $1,074 | $19,313-94.4% | $15,912-93.2% | $13,397-92.0% |