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 | $59,414 | $89,355-33.5% | $141,162-57.9% | $72,985-18.6% |
| Participation rate | 80.4% | 75.1%+5.3pp | 82.5%-2.1pp | 69.5%+10.9pp |
| Annual return | 17.70% | 111.85%-94.1pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $4,710 | $3,114+51.2% | $4,735-0.5% | $2,440+93.0% |
| Participant deferral / active EE | $7,166 | $5,418+32.3% | $6,709+6.8% | $3,607+98.7% |
| Admin fee / account holder | $12,880 | $5,958+116.2% | $10,261+25.5% | $5,124+151.4% |