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 | $70,379 | $65,561+7.3% | $86,188-18.3% | $75,163-6.4% |
| Participation rate | 82.2% | 60.5%+21.7pp | 69.0%+13.3pp | 67.2%+15.0pp |
| Annual return | 11.76% | 46.05%-34.3pp | 1168.45%-1156.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,673 | $1,553+7.8% | $2,380-29.7% | $2,670-37.3% |
| Participant deferral / active EE | $4,795 | $3,024+58.6% | $3,985+20.3% | $4,125+16.2% |
| Admin fee / account holder | $5,266 | $5,474-3.8% | $6,852-23.1% | $5,651-6.8% |