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 | $58,049 | $65,561-11.5% | $86,188-32.6% | $75,163-22.8% |
| Participation rate | 94.6% | 60.5%+34.1pp | 69.0%+25.6pp | 67.2%+27.4pp |
| Annual return | 10.95% | 46.05%-35.1pp | 1168.45%-1157.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,898 | $1,553+86.7% | $2,380+21.8% | $2,670+8.5% |
| Participant deferral / active EE | $1,682 | $3,024-44.4% | $3,985-57.8% | $4,125-59.2% |
| Admin fee / account holder | $4,075 | $5,474-25.6% | $6,852-40.5% | $5,651-27.9% |