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 | $53,462 | $57,281-6.7% | $86,612-38.3% | $75,163-28.9% |
| Participation rate | 77.1% | 63.2%+13.9pp | 71.7%+5.4pp | 67.2%+10.0pp |
| Annual return | 12.66% | 2670.75%-2658.1pp | 591.07%-578.4pp | 160.62%-148.0pp |
| Employer contribution / active EE | $856 | $2,314-63.0% | $3,022-71.7% | $2,670-67.9% |
| Participant deferral / active EE | $3,771 | $3,318+13.7% | $4,438-15.0% | $4,125-8.6% |
| Admin fee / account holder | $8,839 | $4,112+115.0% | $5,614+57.4% | $5,651+56.4% |