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 | $75,535 | $96,635-21.8% | $86,612-12.8% | $139,434-45.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 9.53% | 106.41%-96.9pp | 591.07%-581.5pp | 372.94%-363.4pp |
| Employer contribution / active EE | $2,250 | $3,263-31.1% | $3,022-25.6% | $4,751-52.6% |
| Participant deferral / active EE | $6,603 | $4,836+36.5% | $4,438+48.8% | $6,710-1.6% |
| Admin fee / account holder | $7,803 | $6,408+21.8% | $5,614+39.0% | $11,403-31.6% |