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 | $105,697 | $100,852+4.8% | $90,404+16.9% | $158,922-33.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 5.41% | 1724.20%-1718.8pp | 1293.02%-1287.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $3,382 | $3,689-8.3% | $3,262+3.7% | $4,761-29.0% |
| Participant deferral / active EE | $11,562 | $4,348+165.9% | $3,963+191.7% | $5,982+93.3% |
| Admin fee / account holder | $403 | $6,501-93.8% | $5,611-92.8% | $11,246-96.4% |