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 | $46,625 | $89,355-47.8% | $141,162-67.0% | $72,985-36.1% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 17.19% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $5,254 | $3,114+68.7% | $4,735+11.0% | $2,440+115.3% |
| Participant deferral / active EE | $8,777 | $5,418+62.0% | $6,709+30.8% | $3,607+143.3% |
| Admin fee / account holder | $7,168 | $5,958+20.3% | $10,261-30.1% | $5,124+39.9% |