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 | $46,943 | $137,414-65.8% | $189,513-75.2% | $85,850-45.3% |
| Participation rate | 83.9% | 84.6%-0.7pp | 87.8%-3.9pp | 69.3%+14.6pp |
| Annual return | 10.96% | 38.14%-27.2pp | 555.15%-544.2pp | 318.53%-307.6pp |
| Employer contribution / active EE | $6,245 | $4,344+43.7% | $6,162+1.4% | $2,565+143.5% |
| Participant deferral / active EE | $7,082 | $6,260+13.1% | $8,221-13.9% | $3,952+79.2% |
| Admin fee / account holder | $3,071 | $8,630-64.4% | $12,045-74.5% | $6,260-50.9% |