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 | $42,385 | $159,901-73.5% | $146,958-71.2% | $145,922-71.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 5.03% | 98.13%-93.1pp | 418.34%-413.3pp | 561.29%-556.3pp |
| Employer contribution / active EE | $7,505 | $5,286+42.0% | $4,933+52.1% | $4,660+61.1% |
| Participant deferral / active EE | $4,762 | $8,428-43.5% | $8,070-41.0% | $6,688-28.8% |
| Admin fee / account holder | $8,827 | $15,044-41.3% | $12,998-32.1% | $13,397-34.1% |