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 | $101,437 | $74,888+35.5% | $71,209+42.4% | $142,382-28.8% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 11.43% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,788 | $2,854-37.4% | $2,721-34.3% | $4,299-58.4% |
| Participant deferral / active EE | $3,127 | $4,454-29.8% | $4,175-25.1% | $6,507-51.9% |
| Admin fee / account holder | $7,598 | $5,568+36.5% | $5,349+42.1% | $12,624-39.8% |