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 | $58,883 | $34,308+71.6% | $74,701-21.2% | $72,985-19.3% |
| Participation rate | 87.2% | 42.4%+44.8pp | 54.5%+32.8pp | 69.5%+17.7pp |
| Annual return | 17.43% | 26.58%-9.2pp | 752.92%-735.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $2,335 | $692+237.6% | $1,084+115.5% | $2,440-4.3% |
| Participant deferral / active EE | $4,383 | $1,271+244.8% | $1,964+123.2% | $3,607+21.5% |
| Admin fee / account holder | $340 | $2,124-84.0% | $3,333-89.8% | $5,124-93.4% |