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 | $114,358 | $63,346+80.5% | $92,233+24.0% | $70,131+63.1% |
| Participation rate | 95.8% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.3pp |
| Annual return | 9.37% | 530.12%-520.7pp | 176.28%-166.9pp | 73.14%-63.8pp |
| Employer contribution / active EE | $6,805 | $2,471+175.4% | $3,679+85.0% | $2,342+190.5% |
| Participant deferral / active EE | $3,531 | $2,854+23.7% | $3,897-9.4% | $3,332+6.0% |
| Admin fee / account holder | $1,509 | $3,840-60.7% | $5,194-70.9% | $4,645-67.5% |