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 | $78,590 | $65,561+19.9% | $86,188-8.8% | $75,163+4.6% |
| Participation rate | 77.4% | 60.5%+16.9pp | 69.0%+8.5pp | 67.2%+10.2pp |
| Annual return | 12.45% | 46.05%-33.6pp | 1168.45%-1156.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,585 | $3,024+51.6% | $3,985+15.0% | $4,125+11.1% |
| Admin fee / account holder | $1,415 | $5,474-74.2% | $6,852-79.4% | $5,651-75.0% |