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 | $94,193 | $102,966-8.5% | $90,281+4.3% | $152,861-38.4% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 7.00% | 95.16%-88.2pp | 78.10%-71.1pp | 345.32%-338.3pp |
| Employer contribution / active EE | $2,409 | $3,139-23.2% | $2,854-15.6% | $4,762-49.4% |
| Participant deferral / active EE | $2,064 | $4,281-51.8% | $3,885-46.9% | $5,850-64.7% |
| Admin fee / account holder | $2,287 | $6,171-62.9% | $5,351-57.3% | $11,596-80.3% |