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 | $86,897 | $65,561+32.5% | $86,188+0.8% | $75,163+15.6% |
| Participation rate | 78.8% | 60.5%+18.3pp | 69.0%+9.8pp | 67.2%+11.6pp |
| Annual return | 12.57% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.0pp |
| Employer contribution / active EE | $564 | $1,553-63.7% | $2,380-76.3% | $2,670-78.9% |
| Participant deferral / active EE | $5,074 | $3,024+67.8% | $3,985+27.3% | $4,125+23.0% |
| Admin fee / account holder | $6,253 | $5,474+14.2% | $6,852-8.7% | $5,651+10.7% |