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 | $105,613 | $54,705+93.1% | $71,209+48.3% | $84,808+24.5% |
| Participation rate | 93.9% | 64.1%+29.8pp | 73.8%+20.1pp | 68.3%+25.6pp |
| Annual return | 12.72% | 35.90%-23.2pp | 282.51%-269.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,036 | $2,158-5.7% | $2,721-25.2% | $2,631-22.6% |
| Participant deferral / active EE | $7,044 | $3,030+132.4% | $4,175+68.7% | $4,212+67.2% |
| Admin fee / account holder | $14,635 | $4,863+200.9% | $5,349+173.6% | $7,344+99.3% |