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 | $126,179 | $70,756+78.3% | $65,493+92.7% | $142,382-11.4% |
| Participation rate | 93.8% | 77.4%+16.4pp | 73.1%+20.7pp | 80.1%+13.6pp |
| Annual return | 10.42% | 1754.89%-1744.5pp | 982.45%-972.0pp | 217.08%-206.7pp |
| Employer contribution / active EE | $5,526 | $2,881+91.8% | $2,574+114.7% | $4,299+28.5% |
| Participant deferral / active EE | $5,253 | $4,637+13.3% | $3,961+32.6% | $6,507-19.3% |
| Admin fee / account holder | $993 | $6,559-84.9% | $5,028-80.2% | $12,624-92.1% |