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 | $71,856 | $137,414-47.7% | $189,513-62.1% | $85,850-16.3% |
| Participation rate | 89.7% | 84.6%+5.0pp | 87.8%+1.8pp | 69.3%+20.3pp |
| Annual return | 11.23% | 38.14%-26.9pp | 555.15%-543.9pp | 318.53%-307.3pp |
| Employer contribution / active EE | $6,016 | $4,344+38.5% | $6,162-2.4% | $2,565+134.5% |
| Participant deferral / active EE | $11,657 | $6,260+86.2% | $8,221+41.8% | $3,952+195.0% |
| Admin fee / account holder | $4,440 | $8,630-48.5% | $12,045-63.1% | $6,260-29.1% |