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 | $114,372 | $63,346+80.6% | $92,233+24.0% | $70,131+63.1% |
| Participation rate | 85.7% | 68.7%+17.0pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 8.50% | 530.12%-521.6pp | 176.28%-167.8pp | 73.14%-64.6pp |
| Employer contribution / active EE | $4,821 | $2,471+95.1% | $3,679+31.0% | $2,342+105.8% |
| Participant deferral / active EE | $4,518 | $2,854+58.3% | $3,897+16.0% | $3,332+35.6% |
| Admin fee / account holder | $11,816 | $3,840+207.7% | $5,194+127.5% | $4,645+154.4% |