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 | $59,141 | $58,208+1.6% | $81,812-27.7% | $80,856-26.9% |
| Participation rate | 86.8% | 63.4%+23.4pp | 72.3%+14.5pp | 67.6%+19.2pp |
| Annual return | 8.19% | 41.66%-33.5pp | 773.79%-765.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $8,025 | $2,340+242.9% | $2,912+175.5% | $2,755+191.3% |
| Participant deferral / active EE | $5,614 | $3,281+71.1% | $4,319+30.0% | $4,296+30.7% |
| Admin fee / account holder | $9,962 | $4,981+100.0% | $7,386+34.9% | $6,918+44.0% |