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 | $33,608 | $89,355-62.4% | $141,162-76.2% | $72,985-54.0% |
| Participation rate | 89.7% | 75.1%+14.6pp | 82.5%+7.3pp | 69.5%+20.3pp |
| Annual return | 16.09% | 111.85%-95.8pp | 71.39%-55.3pp | 81.00%-64.9pp |
| Employer contribution / active EE | $6,974 | $3,114+123.9% | $4,735+47.3% | $2,440+185.8% |
| Participant deferral / active EE | $2,772 | $5,418-48.8% | $6,709-58.7% | $3,607-23.1% |
| Admin fee / account holder | $727 | $5,958-87.8% | $10,261-92.9% | $5,124-85.8% |