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 | $112,082 | $58,208+92.6% | $81,812+37.0% | $80,856+38.6% |
| Participation rate | 90.2% | 63.4%+26.8pp | 72.3%+17.9pp | 67.6%+22.6pp |
| Annual return | 9.88% | 41.66%-31.8pp | 773.79%-763.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,612 | $2,340+11.6% | $2,912-10.3% | $2,755-5.2% |
| Participant deferral / active EE | $6,214 | $3,281+89.4% | $4,319+43.9% | $4,296+44.6% |
| Admin fee / account holder | $4,566 | $4,981-8.3% | $7,386-38.2% | $6,918-34.0% |