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 | $93,668 | $74,888+25.1% | $71,209+31.5% | $142,382-34.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 11.57% | 345.14%-333.6pp | 282.51%-270.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,712 | $2,854+100.1% | $2,721+109.9% | $4,299+32.9% |
| Participant deferral / active EE | $11,658 | $4,454+161.7% | $4,175+179.2% | $6,507+79.2% |
| Admin fee / account holder | $7,611 | $5,568+36.7% | $5,349+42.3% | $12,624-39.7% |