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 | $82,288 | $58,208+41.4% | $81,812+0.6% | $80,856+1.8% |
| Participation rate | 85.0% | 63.4%+21.6pp | 72.3%+12.7pp | 67.6%+17.4pp |
| Annual return | 7.12% | 41.66%-34.5pp | 773.79%-766.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $5,234 | $2,340+123.7% | $2,912+79.7% | $2,755+90.0% |
| Participant deferral / active EE | $9,725 | $3,281+196.4% | $4,319+125.2% | $4,296+126.4% |
| Admin fee / account holder | $1,387 | $4,981-72.2% | $7,386-81.2% | $6,918-80.0% |