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 | $76,355 | $102,317-25.4% | $146,958-48.0% | $80,856-5.6% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 11.11% | 134.76%-123.7pp | 418.34%-407.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,882 | $3,713+31.5% | $4,933-1.0% | $2,755+77.2% |
| Participant deferral / active EE | $12,623 | $6,644+90.0% | $8,070+56.4% | $4,296+193.8% |
| Admin fee / account holder | $9,773 | $7,941+23.1% | $12,998-24.8% | $6,918+41.3% |