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 | $114,076 | $102,966+10.8% | $90,281+26.4% | $152,861-25.4% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 8.22% | 95.16%-86.9pp | 78.10%-69.9pp | 345.32%-337.1pp |
| Employer contribution / active EE | $1,528 | $3,139-51.3% | $2,854-46.5% | $4,762-67.9% |
| Participant deferral / active EE | $3,787 | $4,281-11.6% | $3,885-2.5% | $5,850-35.3% |
| Admin fee / account holder | $508 | $6,171-91.8% | $5,351-90.5% | $11,596-95.6% |