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 | $92,413 | $73,515+25.7% | $62,995+46.7% | $147,584-37.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 7.15% | 175.43%-168.3pp | 87.57%-80.4pp | 578.55%-571.4pp |
| Employer contribution / active EE | $4,208 | $3,320+26.7% | $2,759+52.5% | $4,876-13.7% |
| Participant deferral / active EE | $14,044 | $4,185+235.6% | $3,329+321.8% | $5,439+158.2% |
| Admin fee / account holder | $3,431 | $5,953-42.4% | $3,600-4.7% | $10,885-68.5% |