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 | $71,530 | $57,281+24.9% | $86,612-17.4% | $75,163-4.8% |
| Participation rate | 87.1% | 63.2%+23.9pp | 71.7%+15.4pp | 67.2%+19.9pp |
| Annual return | 2.72% | 2670.75%-2668.0pp | 591.07%-588.3pp | 160.62%-157.9pp |
| Employer contribution / active EE | $4,030 | $2,314+74.1% | $3,022+33.3% | $2,670+50.9% |
| Participant deferral / active EE | $6,510 | $3,318+96.2% | $4,438+46.7% | $4,125+57.8% |
| Admin fee / account holder | $3,552 | $4,112-13.6% | $5,614-36.7% | $5,651-37.1% |