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 | $79,118 | $57,281+38.1% | $86,612-8.7% | $75,163+5.3% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 10.87% | 2670.75%-2659.9pp | 591.07%-580.2pp | 160.62%-149.7pp |
| Employer contribution / active EE | $3,498 | $2,314+51.1% | $3,022+15.7% | $2,670+31.0% |
| Participant deferral / active EE | $2,373 | $3,318-28.5% | $4,438-46.5% | $4,125-42.5% |
| Admin fee / account holder | $4,309 | $4,112+4.8% | $5,614-23.3% | $5,651-23.8% |