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 | $50,295 | $65,409-23.1% | $98,442-48.9% | $85,850-41.4% |
| Participation rate | 82.4% | 65.0%+17.4pp | 73.3%+9.0pp | 69.3%+13.0pp |
| Annual return | 9.14% | 21.76%-12.6pp | 1492.73%-1483.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $3,339 | $2,168+54.0% | $2,960+12.8% | $2,565+30.2% |
| Participant deferral / active EE | $2,379 | $3,166-24.9% | $4,276-44.4% | $3,952-39.8% |
| Admin fee / account holder | $8,316 | $4,593+81.1% | $5,949+39.8% | $6,260+32.8% |