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 | $63,856 | $65,561-2.6% | $86,188-25.9% | $75,163-15.0% |
| Participation rate | 85.2% | 60.5%+24.7pp | 69.0%+16.2pp | 67.2%+18.0pp |
| Annual return | 12.18% | 46.05%-33.9pp | 1168.45%-1156.3pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,970 | $1,553+26.9% | $2,380-17.2% | $2,670-26.2% |
| Participant deferral / active EE | $6,547 | $3,024+116.5% | $3,985+64.3% | $4,125+58.7% |
| Admin fee / account holder | $3,865 | $5,474-29.4% | $6,852-43.6% | $5,651-31.6% |