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 | $84,202 | $64,839+29.9% | $95,585-11.9% | $84,808-0.7% |
| Participation rate | 95.8% | 63.8%+32.0pp | 72.1%+23.8pp | 68.3%+27.5pp |
| Annual return | 12.55% | -670.96%+683.5pp | 38.56%-26.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $3,809 | $1,759+116.6% | $2,527+50.8% | $2,631+44.8% |
| Participant deferral / active EE | $3,192 | $2,965+7.6% | $4,023-20.7% | $4,212-24.2% |
| Admin fee / account holder | $3,533 | $5,964-40.8% | $6,127-42.3% | $7,344-51.9% |