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 | $115,097 | $58,208+97.7% | $81,812+40.7% | $80,856+42.3% |
| Participation rate | 96.2% | 63.4%+32.7pp | 72.3%+23.8pp | 67.6%+28.5pp |
| Annual return | 8.73% | 41.66%-32.9pp | 773.79%-765.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,576 | $2,340+10.1% | $2,912-11.5% | $2,755-6.5% |
| Participant deferral / active EE | $6,760 | $3,281+106.0% | $4,319+56.5% | $4,296+57.4% |
| Admin fee / account holder | $1,449 | $4,981-70.9% | $7,386-80.4% | $6,918-79.1% |