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 | $78,972 | $70,756+11.6% | $65,493+20.6% | $142,382-44.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 9.99% | 1754.89%-1744.9pp | 982.45%-972.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $662 | $2,881-77.0% | $2,574-74.3% | $4,299-84.6% |
| Participant deferral / active EE | $1,729 | $4,637-62.7% | $3,961-56.3% | $6,507-73.4% |
| Admin fee / account holder | $6,596 | $6,559+0.6% | $5,028+31.2% | $12,624-47.7% |