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 | $89,032 | $57,281+55.4% | $86,612+2.8% | $75,163+18.5% |
| Participation rate | 86.7% | 63.2%+23.5pp | 71.7%+15.0pp | 67.2%+19.5pp |
| Annual return | 12.37% | 2670.75%-2658.4pp | 591.07%-578.7pp | 160.62%-148.2pp |
| Employer contribution / active EE | $7,733 | $2,314+234.1% | $3,022+155.9% | $2,670+189.7% |
| Participant deferral / active EE | $2,478 | $3,318-25.3% | $4,438-44.1% | $4,125-39.9% |
| Admin fee / account holder | $1,625 | $4,112-60.5% | $5,614-71.1% | $5,651-71.2% |