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 | $54,965 | $89,355-38.5% | $141,162-61.1% | $72,985-24.7% |
| Participation rate | 93.9% | 75.1%+18.8pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 18.22% | 111.85%-93.6pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $8,295 | $3,114+166.3% | $4,735+75.2% | $2,440+240.0% |
| Participant deferral / active EE | $6,533 | $5,418+20.6% | $6,709-2.6% | $3,607+81.1% |
| Admin fee / account holder | $10,405 | $5,958+74.6% | $10,261+1.4% | $5,124+103.0% |