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 | $51,199 | $105,181-51.3% | $159,436-67.9% | $85,850-40.4% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.8%-11.4pp | 69.3%+2.1pp |
| Annual return | 11.75% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $8,412 | $3,318+153.5% | $4,829+74.2% | $2,565+228.0% |
| Participant deferral / active EE | $8,640 | $5,945+45.3% | $7,352+17.5% | $3,952+118.6% |
| Admin fee / account holder | $2,887 | $6,933-58.4% | $10,799-73.3% | $6,260-53.9% |