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 | $68,097+16.0% | $62,929+25.5% | $137,256-42.5% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 9.99% | 1859.11%-1849.1pp | 1063.93%-1053.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $662 | $2,811-76.4% | $2,505-73.6% | $4,156-84.1% |
| Participant deferral / active EE | $1,729 | $4,553-62.0% | $3,888-55.5% | $6,407-73.0% |
| Admin fee / account holder | $6,596 | $6,521+1.1% | $5,065+30.2% | $12,270-46.2% |