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 | $84,370 | $69,207+21.9% | $64,056+31.7% | $139,434-39.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.38% | 45.88%-38.5pp | 33.69%-26.3pp | 372.94%-365.6pp |
| Employer contribution / active EE | $4,718 | $3,182+48.3% | $2,747+71.8% | $4,751-0.7% |
| Participant deferral / active EE | $5,158 | $4,682+10.2% | $3,880+32.9% | $6,710-23.1% |
| Admin fee / account holder | $25,492 | $4,244+500.7% | $3,068+730.9% | $11,403+123.6% |