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 | $69,427 | $56,114+23.7% | $96,139-27.8% | $85,850-19.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 10.55% | 42.30%-31.8pp | 191.94%-181.4pp | 318.53%-308.0pp |
| Employer contribution / active EE | $2,005 | $1,620+23.8% | $2,797-28.3% | $2,565-21.8% |
| Participant deferral / active EE | $3,552 | $2,859+24.2% | $4,349-18.3% | $3,952-10.1% |
| Admin fee / account holder | $3,515 | $3,768-6.7% | $5,537-36.5% | $6,260-43.9% |